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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 | $1,396,013 | $155,555+797.4% | $146,866+850.5% | $155,188+799.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.91% | 115.41%-103.5pp | 102.85%-90.9pp | 148.84%-136.9pp |
| Employer contribution / active EE | $13,203 | $4,647+184.1% | $4,425+198.4% | $4,248+210.8% |
| Participant deferral / active EE | $19,330 | $8,044+140.3% | $7,759+149.1% | $6,531+196.0% |
| Admin fee / account holder | $14,358 | $14,755-2.7% | $13,620+5.4% | $14,480-0.8% |