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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 | $1,132,648 | $154,228+634.4% | $145,433+678.8% | $137,256+725.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 27.02% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $4,745 | $4,804-1.2% | $4,554+4.2% | $4,156+14.2% |
| Participant deferral / active EE | $12,033 | $8,216+46.4% | $7,897+52.4% | $6,407+87.8% |
| Admin fee / account holder | $13,110 | $14,344-8.6% | $13,129-0.1% | $12,270+6.8% |