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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 | $589,983 | $111,535+429.0% | $105,223+460.7% | $137,256+329.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.08% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $22,849 | $3,939+480.0% | $3,689+519.5% | $4,156+449.8% |
| Participant deferral / active EE | $9,093 | $5,500+65.3% | $5,072+79.3% | $6,407+41.9% |
| Admin fee / account holder | $26,175 | $9,721+169.3% | $8,859+195.5% | $12,270+113.3% |