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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 | $515,838 | $97,125+431.1% | $86,233+498.2% | $137,256+275.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.08% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,538 | $2,841+24.5% | $2,504+41.3% | $4,156-14.9% |
| Participant deferral / active EE | $11,076 | $5,180+113.8% | $4,559+142.9% | $6,407+72.9% |
| Admin fee / account holder | $17,552 | $9,725+80.5% | $8,342+110.4% | $12,270+43.0% |