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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 | $946,641 | $58,627+1514.7% | $76,735+1133.7% | $82,448+1048.2% |
| Participation rate | 91.8% | 63.2%+28.6pp | 69.5%+22.3pp | 68.1%+23.7pp |
| Annual return | 14.88% | 39.10%-24.2pp | 29.77%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $38,108 | $1,729+2103.9% | $2,454+1452.8% | $2,551+1393.9% |
| Participant deferral / active EE | $21,241 | $3,134+577.9% | $4,088+419.6% | $4,139+413.2% |
| Admin fee / account holder | $69,136 | $5,323+1198.9% | $7,189+861.6% | $7,234+855.7% |