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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 | $413,927 | $199,109+107.9% | $173,730+138.3% | $154,746+167.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.38% | 20.02%-9.6pp | 19.96%-9.6pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,612 | $5,311-69.6% | $4,577-64.8% | $4,379-63.2% |
| Participant deferral / active EE | $9,000 | $7,113+26.5% | $6,326+42.3% | $6,730+33.7% |
| Admin fee / account holder | $46,250 | $20,916+121.1% | $17,523+163.9% | $14,365+222.0% |