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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 | $813,622 | $56,060+1351.3% | $76,002+970.5% | $80,874+906.0% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 22.53% | 20.54%+2.0pp | 360.07%-337.5pp | 35.62%-13.1pp |
| Employer contribution / active EE | $6,614 | $1,873+253.0% | $2,688+146.0% | $2,756+140.0% |
| Participant deferral / active EE | $11,755 | $3,051+285.2% | $4,257+176.2% | $4,297+173.6% |
| Admin fee / account holder | $67,619 | $5,237+1191.1% | $6,414+954.3% | $6,935+875.0% |