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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 | $484,951 | $81,358+496.1% | $155,556+211.8% | $80,959+499.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.36% | 33.39%-14.0pp | 64.84%-45.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $6,659 | $3,106+114.4% | $4,675+42.4% | $2,757+141.5% |
| Participant deferral / active EE | $5,836 | $3,455+68.9% | $5,631+3.6% | $4,300+35.7% |
| Admin fee / account holder | $812 | $7,994-89.8% | $15,885-94.9% | $6,925-88.3% |