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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 | $227,291+417.0% | $214,702+447.3% | $155,188+657.2% |
| Participation rate | 88.2% | 88.0%+0.3pp | 87.5%+0.8pp | 80.8%+7.4pp |
| Annual return | 17.87% | 60.08%-42.2pp | 54.55%-36.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $41,029 | $6,772+505.9% | $6,461+535.1% | $4,248+865.9% |
| Participant deferral / active EE | $22,941 | $9,582+139.4% | $9,147+150.8% | $6,531+251.3% |
| Admin fee / account holder | $12,931 | $20,413-36.7% | $19,830-34.8% | $14,480-10.7% |