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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 | $1,001,517 | $185,312+440.4% | $161,489+520.2% | $154,746+547.2% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 11.18% | 103.84%-92.7pp | 89.72%-78.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $7,163 | $4,769+50.2% | $4,268+67.8% | $4,379+63.6% |
| Participant deferral / active EE | $5,888 | $6,350-7.3% | $5,630+4.6% | $6,730-12.5% |
| Admin fee / account holder | $3,239 | $18,654-82.6% | $16,006-79.8% | $14,365-77.5% |