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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 | $511,062 | $111,535+358.2% | $105,223+385.7% | $137,256+272.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $20,072 | $3,939+409.5% | $3,689+444.2% | $4,156+383.0% |
| Participant deferral / active EE | $20,738 | $5,500+277.1% | $5,072+308.9% | $6,407+223.7% |
| Admin fee / account holder | $6,098 | $9,721-37.3% | $8,859-31.2% | $12,270-50.3% |