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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 | $302,872 | $114,119+165.4% | $107,187+182.6% | $138,895+118.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.67% | 273.21%-256.5pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $9,375 | $4,059+131.0% | $3,782+147.9% | $4,194+123.5% |
| Participant deferral / active EE | $9,307 | $5,538+68.1% | $5,096+82.6% | $6,396+45.5% |
| Admin fee / account holder | $1,190 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |