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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 | $945,038 | $106,749+785.3% | $145,433+549.8% | $82,448+1046.2% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $26,665 | $3,444+674.1% | $4,554+485.5% | $2,551+945.3% |
| Participant deferral / active EE | $20,344 | $6,519+212.1% | $7,897+157.6% | $4,139+391.5% |
| Admin fee / account holder | $85,668 | $8,390+921.1% | $13,129+552.5% | $7,234+1084.2% |