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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 | $981,484 | $138,393+609.2% | $184,256+432.7% | $80,959+1112.3% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 15.69% | 20.01%-4.3pp | 28.85%-13.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $13,118 | $4,847+170.6% | $6,427+104.1% | $2,757+375.8% |
| Participant deferral / active EE | $16,609 | $7,076+134.7% | $9,133+81.9% | $4,300+286.2% |
| Admin fee / account holder | $204,549 | $10,489+1850.1% | $13,899+1371.6% | $6,925+2853.6% |