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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 | $1,216,904 | $183,539+563.0% | $155,556+682.3% | $145,897+734.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 46.55% | 61.31%-14.8pp | 64.84%-18.3pp | 552.29%-505.7pp |
| Employer contribution / active EE | $6,346 | $5,315+19.4% | $4,675+35.7% | $4,663+36.1% |
| Participant deferral / active EE | $4,104 | $6,467-36.5% | $5,631-27.1% | $6,689-38.6% |
| Admin fee / account holder | $3,021 | $19,275-84.3% | $15,885-81.0% | $13,390-77.4% |