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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 | $421,031 | $111,535+277.5% | $105,223+300.1% | $137,256+206.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.97% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $5,813 | $3,939+47.5% | $3,689+57.6% | $4,156+39.9% |
| Participant deferral / active EE | $3,216 | $5,500-41.5% | $5,072-36.6% | $6,407-49.8% |
| Admin fee / account holder | $18,682 | $9,721+92.2% | $8,859+110.9% | $12,270+52.3% |