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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 | $402,366 | $99,994+302.4% | $146,647+174.4% | $85,851+368.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.43% | 18.93%+0.5pp | 22.75%-3.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $8,512 | $2,559+232.6% | $4,137+105.8% | $2,565+231.8% |
| Participant deferral / active EE | $8,174 | $4,006+104.0% | $5,506+48.4% | $3,952+106.8% |
| Admin fee / account holder | $9,579 | $7,703+24.4% | $10,281-6.8% | $6,261+53.0% |