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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 | $1,073,507 | $154,228+596.1% | $145,433+638.1% | $137,256+682.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.63% | 74.59%-60.0pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $25,333 | $4,804+427.3% | $4,554+456.2% | $4,156+509.5% |
| Participant deferral / active EE | $17,670 | $8,216+115.1% | $7,897+123.7% | $6,407+175.8% |
| Admin fee / account holder | $22,032 | $14,344+53.6% | $13,129+67.8% | $12,270+79.6% |