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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 | $1,188,307 | $146,267+712.4% | $197,124+502.8% | $82,448+1341.3% |
| Participation rate | 98.3% | 84.0%+14.3pp | 86.7%+11.6pp | 68.1%+30.2pp |
| Annual return | 35.92% | 29.61%+6.3pp | 44.34%-8.4pp | 41.64%-5.7pp |
| Employer contribution / active EE | $6,841 | $4,723+44.8% | $6,227+9.9% | $2,551+168.2% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,234 | $14,422-63.7% | $16,298-67.9% | $7,234-27.6% |