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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 | $1,049,835 | $90,400+1061.3% | $186,193+463.8% | $87,485+1100.0% |
| Participation rate | 86.2% | 66.2%+20.0pp | 77.1%+9.1pp | 68.9%+17.3pp |
| Annual return | 13.80% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $6,014 | $2,170+177.1% | $3,918+53.5% | $2,596+131.6% |
| Participant deferral / active EE | $12,418 | $4,330+186.8% | $6,513+90.7% | $4,274+190.6% |
| Admin fee / account holder | $83,611 | $8,673+864.0% | $11,058+656.1% | $7,775+975.4% |