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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 | $343,303 | $111,535+207.8% | $105,223+226.3% | $137,256+150.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.95% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,220 | $3,939+32.5% | $3,689+41.5% | $4,156+25.6% |
| Participant deferral / active EE | $25,573 | $5,500+365.0% | $5,072+404.2% | $6,407+299.1% |
| Admin fee / account holder | $527 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |