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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 | $1,067,378 | $201,370+430.1% | $184,256+479.3% | $145,897+631.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.67% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $12,107 | $7,024+72.4% | $6,427+88.4% | $4,663+159.7% |
| Participant deferral / active EE | $4,174 | $9,808-57.4% | $9,133-54.3% | $6,689-37.6% |
| Admin fee / account holder | $66,867 | $16,364+308.6% | $13,899+381.1% | $13,390+399.4% |