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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 | $742,857 | $60,349+1130.9% | $74,184+901.4% | $62,881+1081.4% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 32.23% | 21.38%+10.9pp | 17.74%+14.5pp | 20.14%+12.1pp |
| Employer contribution / active EE | $7,416 | $1,680+341.4% | $2,370+212.9% | $2,281+225.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,539 | $4,261+288.2% | $5,586+196.1% | $4,296+285.0% |