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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 | $1,784,372 | $289,211+517.0% | $260,467+585.1% | $198,609+798.4% |
| Participation rate | 80.0% | 83.1%-3.1pp | 80.5%-0.5pp | 82.4%-2.4pp |
| Annual return | 17.33% | 112.90%-95.6pp | 100.60%-83.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $12,000 | $4,663+157.3% | $4,239+183.1% | $5,055+137.4% |
| Participant deferral / active EE | $12,400 | $6,812+82.0% | $6,319+96.2% | $6,977+77.7% |
| Admin fee / account holder | $16,188 | $16,236-0.3% | $15,461+4.7% | $19,030-14.9% |