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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 | $940,729 | $108,825+764.4% | $156,181+502.3% | $82,448+1041.0% |
| Participation rate | 98.8% | 72.4%+26.5pp | 78.8%+20.0pp | 68.1%+30.8pp |
| Annual return | 12.97% | 20.59%-7.6pp | 64.87%-51.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $4,351 | $2,870+51.6% | $4,294+1.3% | $2,551+70.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $28,143 | $9,341+201.3% | $14,586+92.9% | $7,234+289.0% |