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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 | $1,095,911 | $148,623+637.4% | $135,974+706.0% | $139,466+685.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 15.55% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $14,459 | $5,246+175.6% | $4,859+197.6% | $4,754+204.2% |
| Participant deferral / active EE | $17,044 | $8,103+110.4% | $7,760+119.6% | $6,712+153.9% |
| Admin fee / account holder | $41,680 | $12,406+236.0% | $10,767+287.1% | $11,409+265.3% |