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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 | $1,550,944 | $160,040+869.1% | $147,096+954.4% | $145,877+963.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.80% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $15,901 | $5,289+200.6% | $4,936+222.1% | $4,663+241.0% |
| Participant deferral / active EE | $18,766 | $8,429+122.6% | $8,071+132.5% | $6,691+180.5% |
| Admin fee / account holder | $28,675 | $15,050+90.5% | $13,005+120.5% | $13,402+114.0% |