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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 | $81,276+1062.2% | $155,574+507.2% | $80,925+1067.2% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 18.95% | 33.36%-14.4pp | 64.87%-45.9pp | 35.65%-16.7pp |
| Employer contribution / active EE | $27,623 | $3,103+790.2% | $4,676+490.8% | $2,756+902.2% |
| Participant deferral / active EE | $11,454 | $3,453+231.7% | $5,629+103.5% | $4,299+166.4% |
| Admin fee / account holder | $5,793 | $7,993-27.5% | $15,914-63.6% | $6,940-16.5% |