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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 | $544,662 | $112,729+383.2% | $98,716+451.7% | $137,256+296.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.76% | 38.48%-27.7pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $9,369 | $2,725+243.8% | $2,279+311.2% | $4,156+125.4% |
| Participant deferral / active EE | $6,097 | $4,640+31.4% | $4,048+50.6% | $6,407-4.8% |
| Admin fee / account holder | $2,164 | $10,129-78.6% | $8,703-75.1% | $12,270-82.4% |