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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 | $599,755 | $111,535+437.7% | $105,223+470.0% | $137,256+337.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.17% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,966 | $3,939-50.1% | $3,689-46.7% | $4,156-52.7% |
| Participant deferral / active EE | $12,186 | $5,500+121.6% | $5,072+140.3% | $6,407+90.2% |
| Admin fee / account holder | $34,155 | $9,721+251.3% | $8,859+285.6% | $12,270+178.4% |