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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 | $716,963 | $76,551+836.6% | $123,894+478.7% | $62,881+1040.2% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.1pp | 69.3%+29.2pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $18,226 | $2,882+532.3% | $4,617+294.8% | $2,281+699.1% |
| Participant deferral / active EE | $11,616 | $4,840+140.0% | $5,984+94.1% | $3,203+262.7% |
| Admin fee / account holder | $4,249 | $4,826-12.0% | $8,357-49.2% | $4,296-1.1% |