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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 | $504,722 | $135,956+271.2% | $123,894+307.4% | $273,972+84.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.05% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $7,855 | $5,170+51.9% | $4,617+70.1% | $4,869+61.3% |
| Participant deferral / active EE | $7,400 | $6,343+16.7% | $5,984+23.7% | $5,287+40.0% |
| Admin fee / account holder | $461,233 | $9,817+4598.1% | $8,357+5419.0% | $10,133+4452.0% |