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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 | $81,233+1008.3% | $155,567+478.7% | $80,874+1013.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 27.46% | 33.33%-5.9pp | 64.74%-37.3pp | 35.62%-8.2pp |
| Employer contribution / active EE | $9,274 | $3,101+199.1% | $4,674+98.4% | $2,756+236.5% |
| Participant deferral / active EE | $16,496 | $3,452+377.9% | $5,628+193.1% | $4,297+283.9% |
| Admin fee / account holder | $19,010 | $7,998+137.7% | $15,916+19.4% | $6,935+174.1% |