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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 | $196,972+445.0% | $182,262+489.0% | $198,609+440.5% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 14.63% | 158.27%-143.6pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $25,333 | $5,364+372.3% | $5,046+402.1% | $5,055+401.1% |
| Participant deferral / active EE | $17,670 | $8,643+104.5% | $8,276+113.5% | $6,977+153.3% |
| Admin fee / account holder | $22,032 | $18,429+19.6% | $16,712+31.8% | $19,030+15.8% |