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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 | $496,794 | $101,063+391.6% | $81,473+509.8% | $147,586+236.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.83% | 32.41%-20.6pp | 38.78%-27.0pp | 578.59%-566.8pp |
| Employer contribution / active EE | $13,117 | $3,206+309.2% | $2,568+410.8% | $4,876+169.0% |
| Participant deferral / active EE | $9,600 | $4,242+126.3% | $3,537+171.4% | $5,439+76.5% |
| Admin fee / account holder | $14,132 | $5,812+143.1% | $4,561+209.8% | $10,886+29.8% |