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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 | $1,478,281 | $217,432+579.9% | $185,851+695.4% | $167,553+782.3% |
| Participation rate | 85.0% | 86.1%-1.1pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 78.69% | 148.43%-69.7pp | 122.11%-43.4pp | 478.89%-400.2pp |
| Employer contribution / active EE | $42,331 | $5,874+620.6% | $5,168+719.0% | $4,840+774.7% |
| Participant deferral / active EE | $27,970 | $6,357+340.0% | $5,569+402.3% | $6,343+341.0% |
| Admin fee / account holder | $46,398 | $19,820+134.1% | $16,245+185.6% | $12,316+276.7% |