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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 | $460,903 | $97,125+374.5% | $86,233+434.5% | $137,256+235.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.57% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $12,000 | $2,841+322.3% | $2,504+379.2% | $4,156+188.7% |
| Participant deferral / active EE | $8,485 | $5,180+63.8% | $4,559+86.1% | $6,407+32.4% |
| Admin fee / account holder | $1,954 | $9,725-79.9% | $8,342-76.6% | $12,270-84.1% |