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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 | $965,270 | $106,864+803.3% | $147,318+555.2% | $82,637+1068.1% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 16.40% | 27.49%-11.1pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $19,518 | $3,417+471.3% | $4,593+325.0% | $2,552+664.8% |
| Participant deferral / active EE | $15,560 | $6,496+139.5% | $7,906+96.8% | $4,126+277.1% |
| Admin fee / account holder | $12,404 | $8,415+47.4% | $13,708-9.5% | $7,339+69.0% |