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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 | $543,743 | $102,245+431.8% | $89,340+508.6% | $137,256+296.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.94% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $6,513 | $2,529+157.5% | $2,231+191.9% | $4,156+56.7% |
| Participant deferral / active EE | $6,812 | $4,436+53.5% | $3,823+78.2% | $6,407+6.3% |
| Admin fee / account holder | $8,434 | $8,085+4.3% | $6,704+25.8% | $12,270-31.3% |