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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 | $919,879 | $138,386+564.7% | $184,260+399.2% | $80,935+1036.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.34% | 20.02%-7.7pp | 28.84%-16.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $28,853 | $4,851+494.8% | $6,427+348.9% | $2,757+946.7% |
| Participant deferral / active EE | $12,319 | $7,076+74.1% | $9,133+34.9% | $4,299+186.5% |
| Admin fee / account holder | $158,224 | $10,489+1408.5% | $13,898+1038.5% | $6,924+2185.0% |