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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 | $1,035,096 | $185,905+456.8% | $170,057+508.7% | $139,487+642.1% |
| Participation rate | 90.9% | 87.8%+3.1pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.38% | 60.56%-45.2pp | 53.42%-38.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $32,301 | $7,597+325.2% | $6,790+375.7% | $4,755+579.4% |
| Participant deferral / active EE | $16,451 | $11,627+41.5% | $10,411+58.0% | $6,713+145.1% |
| Admin fee / account holder | $102,282 | $15,397+564.3% | $12,826+697.4% | $11,407+796.6% |