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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 | $866,951 | $77,472+1019.1% | $100,415+763.4% | $80,959+970.9% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.7%+26.4pp |
| Annual return | 15.01% | 37.26%-22.2pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $15,862 | $2,800+466.4% | $3,943+302.3% | $2,757+475.3% |
| Participant deferral / active EE | $22,421 | $6,818+228.9% | $8,091+177.1% | $4,300+421.4% |
| Admin fee / account holder | $23,533 | $5,885+299.9% | $7,906+197.7% | $6,925+239.8% |