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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 | $870,786 | $76,407+1039.7% | $150,298+479.4% | $82,448+956.2% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 17.06% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $27,929 | $2,614+968.4% | $4,154+572.3% | $2,551+994.9% |
| Participant deferral / active EE | $12,491 | $3,214+288.6% | $5,453+129.1% | $4,139+201.8% |
| Admin fee / account holder | $242,922 | $6,352+3724.3% | $14,116+1620.9% | $7,234+3257.9% |