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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,586 | $104,251+382.1% | $91,004+452.3% | $147,586+240.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.62% | 27.06%-8.4pp | 4.60%+14.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $10,000 | $3,116+221.0% | $2,456+307.2% | $4,876+105.1% |
| Participant deferral / active EE | $7,846 | $4,195+87.0% | $3,548+121.2% | $5,439+44.3% |
| Admin fee / account holder | $24,346 | $8,948+172.1% | $5,417+349.4% | $10,886+123.7% |