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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 | $106,524+806.1% | $152,301+533.8% | $87,485+1003.4% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.4%+14.4pp | 68.9%+27.9pp |
| Annual return | 16.40% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $19,518 | $3,371+479.0% | $4,624+322.1% | $2,596+651.8% |
| Participant deferral / active EE | $15,560 | $6,525+138.5% | $8,004+94.4% | $4,274+264.1% |
| Admin fee / account holder | $12,404 | $8,287+49.7% | $14,398-13.8% | $7,775+59.5% |