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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 | $490,151 | $161,352+203.8% | $134,172+265.3% | $137,256+257.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.69% | 28.72%-18.0pp | 25.30%-14.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $7,500 | $4,099+83.0% | $3,420+119.3% | $4,156+80.4% |
| Participant deferral / active EE | $9,235 | $5,552+66.3% | $4,690+96.9% | $6,407+44.1% |
| Admin fee / account holder | $36,313 | $15,028+141.6% | $12,016+202.2% | $12,270+195.9% |