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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 | $944,579 | $81,358+1061.0% | $155,556+507.2% | $80,959+1066.7% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 18.95% | 33.39%-14.4pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $27,623 | $3,106+789.3% | $4,675+490.8% | $2,757+901.9% |
| Participant deferral / active EE | $11,454 | $3,455+231.5% | $5,631+103.4% | $4,300+166.3% |
| Admin fee / account holder | $5,793 | $7,994-27.5% | $15,885-63.5% | $6,925-16.3% |