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 | $1,179,581 | $181,895+548.5% | $156,551+653.5% | $273,973+330.5% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 6.63% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $33,356 | $6,248+433.9% | $5,501+506.3% | $4,869+585.1% |
| Participant deferral / active EE | $21,176 | $5,550+281.6% | $4,871+334.8% | $5,287+300.5% |
| Admin fee / account holder | $117,530 | $15,560+655.3% | $13,028+802.1% | $10,133+1059.9% |