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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 | $227,291+445.9% | $214,702+477.9% | $155,188+699.6% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 14.85% | 60.08%-45.2pp | 54.55%-39.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $42,273 | $6,772+524.3% | $6,461+554.3% | $4,248+895.2% |
| Participant deferral / active EE | $27,091 | $9,582+182.7% | $9,147+196.2% | $6,531+314.8% |
| Admin fee / account holder | $17,752 | $20,413-13.0% | $19,830-10.5% | $14,480+22.6% |