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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 | $905,734 | $138,385+554.5% | $184,243+391.6% | $80,925+1019.2% |
| Participation rate | 84.2% | 83.9%+0.3pp | 86.8%-2.6pp | 67.7%+16.6pp |
| Annual return | 26.13% | 20.02%+6.1pp | 28.82%-2.7pp | 35.65%-9.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,866 | $7,075+96.0% | $9,132+51.8% | $4,299+222.6% |
| Admin fee / account holder | $16,440 | $10,489+56.7% | $13,914+18.2% | $6,940+136.9% |