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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 | $422,695 | $77,920+442.5% | $149,723+182.3% | $75,177+462.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.42% | 31.72%-10.3pp | 134.50%-113.1pp | 160.75%-139.3pp |
| Employer contribution / active EE | $6,458 | $3,138+105.8% | $4,821+33.9% | $2,671+141.8% |
| Participant deferral / active EE | $5,502 | $3,411+61.3% | $5,682-3.2% | $4,126+33.3% |
| Admin fee / account holder | $1,876 | $5,951-68.5% | $13,215-85.8% | $5,651-66.8% |