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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 | $1,021,848 | $201,370+407.4% | $184,256+454.6% | $145,897+600.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 17.87% | 29.05%-11.2pp | 28.85%-11.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $23,497 | $7,024+234.5% | $6,427+265.6% | $4,663+403.9% |
| Participant deferral / active EE | $13,609 | $9,808+38.8% | $9,133+49.0% | $6,689+103.4% |
| Admin fee / account holder | $19,925 | $16,364+21.8% | $13,899+43.4% | $13,390+48.8% |