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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 | $871,569 | $77,814+1020.1% | $158,223+450.9% | $86,983+902.0% |
| Participation rate | 96.6% | 68.4%+28.2pp | 79.2%+17.4pp | 69.5%+27.0pp |
| Annual return | 19.63% | 30.54%-10.9pp | 52.09%-32.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $31,126 | $2,592+1100.8% | $4,109+657.6% | $2,584+1104.4% |
| Participant deferral / active EE | $22,289 | $3,270+581.7% | $5,467+307.7% | $4,194+431.5% |
| Admin fee / account holder | $33,243 | $5,879+465.4% | $16,047+107.2% | $7,856+323.2% |