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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 | $483,425 | $123,000+293.0% | $105,582+357.9% | $198,609+143.4% |
| Participation rate | 91.7% | 76.8%+14.9pp | 71.8%+19.9pp | 82.4%+9.3pp |
| Annual return | 6.46% | 18.31%-11.8pp | 18.61%-12.1pp | 202.70%-196.2pp |
| Employer contribution / active EE | $20,000 | $3,582+458.4% | $2,984+570.2% | $5,055+295.6% |
| Participant deferral / active EE | $5,037 | $5,013+0.5% | $4,353+15.7% | $6,977-27.8% |
| Admin fee / account holder | $80,838 | $16,254+397.4% | $12,856+528.8% | $19,030+324.8% |