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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 | $571,069 | $215,361+165.2% | $171,082+233.8% | $273,972+108.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.09% | 25.14%-17.0pp | 32.56%-24.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $17,500 | $4,967+252.3% | $4,002+337.3% | $4,869+259.4% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $29,039 | $10,846+167.7% | $8,520+240.8% | $10,133+186.6% |