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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 | $913,671 | $76,407+1095.8% | $150,298+507.9% | $82,448+1008.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.70% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $5,170 | $2,614+97.8% | $4,154+24.5% | $2,551+102.7% |
| Participant deferral / active EE | $2,647 | $3,214-17.7% | $5,453-51.5% | $4,139-36.1% |
| Admin fee / account holder | $25,275 | $6,352+297.9% | $14,116+79.1% | $7,234+249.4% |