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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 | $863,099 | $111,535+673.8% | $105,223+720.3% | $137,256+528.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.88% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,473 | $3,939+38.9% | $3,689+48.4% | $4,156+31.7% |
| Participant deferral / active EE | $10,342 | $5,500+88.0% | $5,072+103.9% | $6,407+61.4% |
| Admin fee / account holder | $19,624 | $9,721+101.9% | $8,859+121.5% | $12,270+59.9% |