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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 | $972,876 | $81,276+1097.0% | $155,574+525.3% | $80,925+1102.2% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 11.42% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $25,865 | $3,103+733.5% | $4,676+453.2% | $2,756+838.4% |
| Participant deferral / active EE | $22,582 | $3,453+554.0% | $5,629+301.1% | $4,299+425.3% |
| Admin fee / account holder | $78,680 | $7,993+884.3% | $15,914+394.4% | $6,940+1033.7% |