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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 | $86,938+947.6% | $102,423+789.3% | $80,925+1025.5% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 21.25% | 18.89%+2.4pp | 29.42%-8.2pp | 35.65%-14.4pp |
| Employer contribution / active EE | $16,585 | $2,369+600.0% | $3,023+448.6% | $2,756+501.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,871 | $8,053-39.5% | $9,455-48.5% | $6,940-29.8% |