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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 | $969,647 | $125,797+670.8% | $170,057+470.2% | $75,177+1189.8% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 14.42% | 27.20%-12.8pp | 53.42%-39.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $12,457 | $4,616+169.9% | $6,790+83.4% | $2,671+366.4% |
| Participant deferral / active EE | $13,886 | $6,838+103.1% | $10,411+33.4% | $4,126+236.5% |
| Admin fee / account holder | $10,246 | $8,177+25.3% | $12,826-20.1% | $5,651+81.3% |