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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 | $501,259 | $111,535+349.4% | $105,223+376.4% | $137,256+265.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.98% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,903 | $3,939-26.3% | $3,689-21.3% | $4,156-30.1% |
| Participant deferral / active EE | $6,673 | $5,500+21.3% | $5,072+31.6% | $6,407+4.2% |
| Admin fee / account holder | $1,975 | $9,721-79.7% | $8,859-77.7% | $12,270-83.9% |