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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 | $527,519 | $105,960+397.8% | $81,726+545.5% | $158,982+231.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.72% | 38.19%-32.5pp | 29.49%-23.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $3,782 | $7,805-51.5% | $4,311-12.3% | $4,763-20.6% |
| Participant deferral / active EE | $10,614 | $13,011-18.4% | $7,108+49.3% | $5,983+77.4% |
| Admin fee / account holder | $15,018 | $8,494+76.8% | $5,160+191.0% | $11,252+33.5% |