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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 | $848,123 | $76,407+1010.0% | $150,298+464.3% | $82,448+928.7% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 20.44% | 39.99%-19.6pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $35,466 | $2,614+1256.7% | $4,154+753.8% | $2,551+1290.3% |
| Participant deferral / active EE | $8,786 | $3,214+173.3% | $5,453+61.1% | $4,139+112.3% |
| Admin fee / account holder | $65,219 | $6,352+926.7% | $14,116+362.0% | $7,234+801.5% |