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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 | $500,884 | $135,956+268.4% | $123,894+304.3% | $273,972+82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.09% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $3,372 | $5,170-34.8% | $4,617-27.0% | $4,869-30.7% |
| Participant deferral / active EE | $8,109 | $6,343+27.8% | $5,984+35.5% | $5,287+53.4% |
| Admin fee / account holder | $19,686 | $9,817+100.5% | $8,357+135.6% | $10,133+94.3% |