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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 | $77,460+1019.2% | $100,378+763.7% | $80,925+971.3% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.7%+26.5pp |
| Annual return | 15.01% | 37.24%-22.2pp | 49.41%-34.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $15,862 | $2,801+466.3% | $3,942+302.4% | $2,756+475.5% |
| Participant deferral / active EE | $22,421 | $6,818+228.8% | $8,087+177.2% | $4,299+421.6% |
| Admin fee / account holder | $23,533 | $5,887+299.8% | $7,899+197.9% | $6,940+239.1% |