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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 | $1,175,141 | $212,386+453.3% | $199,883+487.9% | $138,895+746.1% |
| Participation rate | 88.2% | 87.4%+0.9pp | 86.8%+1.5pp | 79.9%+8.3pp |
| Annual return | 17.87% | 47.75%-29.9pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $41,029 | $6,625+519.4% | $6,261+555.3% | $4,194+878.2% |
| Participant deferral / active EE | $22,941 | $9,617+138.5% | $9,138+151.0% | $6,396+258.7% |
| Admin fee / account holder | $12,931 | $18,233-29.1% | $17,268-25.1% | $12,562+2.9% |