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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 | $1,336,597 | $183,592+628.0% | $155,574+759.1% | $145,877+816.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 23.49% | 61.37%-37.9pp | 64.87%-41.4pp | 551.28%-527.8pp |
| Employer contribution / active EE | $32,001 | $5,317+501.9% | $4,676+584.4% | $4,663+586.3% |
| Participant deferral / active EE | $18,896 | $6,466+192.2% | $5,629+235.7% | $6,691+182.4% |
| Admin fee / account holder | $29,472 | $19,316+52.6% | $15,914+85.2% | $13,402+119.9% |