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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 | $1,401,958 | $162,136+764.7% | $152,301+820.5% | $154,746+806.0% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 13.12% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $11,113 | $4,890+127.2% | $4,624+140.3% | $4,379+153.8% |
| Participant deferral / active EE | $8,993 | $8,341+7.8% | $8,004+12.4% | $6,730+33.6% |
| Admin fee / account holder | $37,085 | $15,759+135.3% | $14,398+157.6% | $14,365+158.2% |