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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 | $500,001 | $176,786+182.8% | $146,643+241.0% | $167,536+198.4% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 9.03% | 24.04%-15.0pp | 22.75%-13.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $9,845 | $5,161+90.8% | $4,137+138.0% | $4,839+103.5% |
| Participant deferral / active EE | $9,448 | $6,440+46.7% | $5,506+71.6% | $6,342+49.0% |
| Admin fee / account holder | $48,143 | $13,262+263.0% | $10,280+368.3% | $12,315+290.9% |