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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 | $183,516+765.1% | $155,534+920.8% | $145,884+988.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 19.36% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $16,681 | $5,315+213.9% | $4,675+256.8% | $4,662+257.8% |
| Participant deferral / active EE | $11,461 | $6,467+77.2% | $5,630+103.6% | $6,690+71.3% |
| Admin fee / account holder | $4,709 | $19,293-75.6% | $15,900-70.4% | $13,392-64.8% |