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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 | $482,653 | $156,398+208.6% | $147,318+227.6% | $138,895+247.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.55% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $12,093 | $4,853+149.2% | $4,593+163.3% | $4,194+188.3% |
| Participant deferral / active EE | $22,595 | $8,237+174.3% | $7,906+185.8% | $6,396+253.3% |
| Admin fee / account holder | $72,468 | $14,976+383.9% | $13,708+428.7% | $12,562+476.9% |