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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 | $506,045 | $157,304+221.7% | $141,197+258.4% | $152,909+230.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.66% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,173 | $5,263-39.7% | $4,736-33.0% | $4,764-33.4% |
| Participant deferral / active EE | $10,963 | $7,111+54.2% | $6,710+63.4% | $5,851+87.3% |
| Admin fee / account holder | $7,152 | $12,126-41.0% | $10,265-30.3% | $11,601-38.3% |