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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 | $655,289 | $105,960+518.4% | $81,726+701.8% | $158,982+312.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.63% | 38.19%-24.6pp | 29.49%-15.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $8,822 | $7,805+13.0% | $4,311+104.6% | $4,763+85.2% |
| Participant deferral / active EE | $6,226 | $13,011-52.1% | $7,108-12.4% | $5,983+4.1% |
| Admin fee / account holder | $14,127 | $8,494+66.3% | $5,160+173.8% | $11,252+25.6% |