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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 | $905,698 | $151,427+498.1% | $112,860+702.5% | $154,746+485.3% |
| Participation rate | 87.5% | 69.1%+18.4pp | 66.3%+21.2pp | 80.7%+6.8pp |
| Annual return | 15.78% | 30.95%-15.2pp | 35.26%-19.5pp | 172.34%-156.6pp |
| Employer contribution / active EE | $10,786 | $2,750+292.3% | $2,206+388.9% | $4,379+146.3% |
| Participant deferral / active EE | $11,159 | $4,285+160.4% | $3,493+219.5% | $6,730+65.8% |
| Admin fee / account holder | $107,063 | $7,369+1352.9% | $6,841+1464.9% | $14,365+645.3% |