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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 | $1,059,223 | $174,379+507.4% | $152,093+596.4% | $138,895+662.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.75% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $24,640 | $4,652+429.7% | $4,175+490.2% | $4,194+487.5% |
| Participant deferral / active EE | $16,131 | $6,159+161.9% | $5,451+195.9% | $6,396+152.2% |
| Admin fee / account holder | $114,702 | $16,880+579.5% | $14,497+691.2% | $12,562+813.1% |