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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 | $1,146,385 | $155,555+637.0% | $146,866+680.6% | $155,188+638.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 17.32% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $16,136 | $4,647+247.3% | $4,425+264.7% | $4,248+279.9% |
| Participant deferral / active EE | $16,494 | $8,044+105.0% | $7,759+112.6% | $6,531+152.5% |
| Admin fee / account holder | $78,005 | $14,755+428.7% | $13,620+472.7% | $14,480+438.7% |