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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 | $1,240,852 | $212,386+484.2% | $199,883+520.8% | $138,895+793.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 14.85% | 47.75%-32.9pp | 43.81%-29.0pp | 145.39%-130.5pp |
| Employer contribution / active EE | $42,273 | $6,625+538.1% | $6,261+575.1% | $4,194+907.9% |
| Participant deferral / active EE | $27,091 | $9,617+181.7% | $9,138+196.4% | $6,396+323.5% |
| Admin fee / account holder | $17,752 | $18,233-2.6% | $17,268+2.8% | $12,562+41.3% |