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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 | $1,017,384 | $166,242+512.0% | $165,071+516.3% | $145,884+597.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.53% | 100.44%-85.9pp | 70.17%-55.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $13,869 | $5,283+162.5% | $4,347+219.0% | $4,662+197.5% |
| Participant deferral / active EE | $12,689 | $6,964+82.2% | $6,035+110.3% | $6,690+89.7% |
| Admin fee / account holder | $2,445 | $16,658-85.3% | $12,695-80.7% | $13,392-81.7% |