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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 | $910,802 | $86,949+947.5% | $102,460+788.9% | $80,959+1025.0% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 21.25% | 18.89%+2.4pp | 29.47%-8.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $16,585 | $2,370+599.9% | $3,025+448.3% | $2,757+501.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,871 | $8,048-39.5% | $9,460-48.5% | $6,925-29.7% |