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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 | $750,810 | $111,535+573.2% | $105,223+613.5% | $137,256+447.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.17% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,580 | $3,939-9.1% | $3,689-3.0% | $4,156-13.9% |
| Participant deferral / active EE | $17,975 | $5,500+226.8% | $5,072+254.4% | $6,407+180.6% |
| Admin fee / account holder | $6,503 | $9,721-33.1% | $8,859-26.6% | $12,270-47.0% |