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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 | $81,276+1007.8% | $155,574+478.7% | $80,925+1012.6% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 27.46% | 33.36%-5.9pp | 64.87%-37.4pp | 35.65%-8.2pp |
| Employer contribution / active EE | $9,274 | $3,103+198.9% | $4,676+98.3% | $2,756+236.5% |
| Participant deferral / active EE | $16,496 | $3,453+377.8% | $5,629+193.0% | $4,299+283.8% |
| Admin fee / account holder | $19,010 | $7,993+137.8% | $15,914+19.5% | $6,940+173.9% |