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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 | $889,657 | $76,551+1062.2% | $123,894+618.1% | $62,881+1314.8% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $31,428 | $2,882+990.4% | $4,617+580.7% | $2,281+1277.9% |
| Participant deferral / active EE | $17,946 | $4,840+270.8% | $5,984+199.9% | $3,203+460.3% |
| Admin fee / account holder | $64,090 | $4,826+1228.1% | $8,357+666.9% | $4,296+1391.9% |