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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 | $1,587,632 | $183,539+765.0% | $155,556+920.6% | $145,897+988.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 19.36% | 61.31%-41.9pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $16,681 | $5,315+213.8% | $4,675+256.8% | $4,663+257.7% |
| Participant deferral / active EE | $11,461 | $6,467+77.2% | $5,631+103.5% | $6,689+71.3% |
| Admin fee / account holder | $4,709 | $19,275-75.6% | $15,885-70.4% | $13,390-64.8% |