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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 | $946,505 | $78,015+1113.2% | $178,505+430.2% | $80,959+1069.1% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.7%+21.6pp |
| Annual return | 27.92% | 18.10%+9.8pp | 27.16%+0.8pp | 35.67%-7.7pp |
| Employer contribution / active EE | $6,208 | $2,281+172.1% | $3,955+56.9% | $2,757+125.1% |
| Participant deferral / active EE | $11,749 | $4,406+166.7% | $6,280+87.1% | $4,300+173.2% |
| Admin fee / account holder | $25,952 | $7,160+262.4% | $10,428+148.9% | $6,925+274.7% |