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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 | $162,136+562.1% | $152,301+604.9% | $154,746+593.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 14.63% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $25,333 | $4,890+418.0% | $4,624+447.8% | $4,379+478.5% |
| Participant deferral / active EE | $17,670 | $8,341+111.8% | $8,004+120.8% | $6,730+162.5% |
| Admin fee / account holder | $22,032 | $15,759+39.8% | $14,398+53.0% | $14,365+53.4% |