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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 | $162,967+200.8% | $135,792+261.0% | $138,895+252.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 10.69% | 30.08%-19.4pp | 25.96%-15.3pp | 145.39%-134.7pp |
| Employer contribution / active EE | $7,500 | $4,211+78.1% | $3,496+114.5% | $4,194+78.8% |
| Participant deferral / active EE | $9,235 | $5,640+63.7% | $4,759+94.0% | $6,396+44.4% |
| Admin fee / account holder | $36,313 | $15,306+137.2% | $12,266+196.1% | $12,562+189.1% |