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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 | $900,340 | $81,358+1006.6% | $155,556+478.8% | $80,959+1012.1% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 27.46% | 33.39%-5.9pp | 64.84%-37.4pp | 35.67%-8.2pp |
| Employer contribution / active EE | $9,274 | $3,106+198.5% | $4,675+98.3% | $2,757+236.4% |
| Participant deferral / active EE | $16,496 | $3,455+377.4% | $5,631+193.0% | $4,300+283.6% |
| Admin fee / account holder | $19,010 | $7,994+137.8% | $15,885+19.7% | $6,925+174.5% |