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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 | $114,119+339.2% | $107,187+367.6% | $138,895+260.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.98% | 273.21%-260.2pp | 204.55%-191.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,903 | $4,059-28.5% | $3,782-23.2% | $4,194-30.8% |
| Participant deferral / active EE | $6,673 | $5,538+20.5% | $5,096+31.0% | $6,396+4.3% |
| Admin fee / account holder | $1,975 | $10,024-80.3% | $9,162-78.4% | $12,562-84.3% |