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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 | $536,485 | $135,956+294.6% | $123,894+333.0% | $273,972+95.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.07% | 56.63%-48.6pp | 47.52%-39.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,923 | $5,170-43.5% | $4,617-36.7% | $4,869-40.0% |
| Participant deferral / active EE | $7,562 | $6,343+19.2% | $5,984+26.4% | $5,287+43.0% |
| Admin fee / account holder | $27,423 | $9,817+179.3% | $8,357+228.1% | $10,133+170.6% |