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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 | $1,061,714 | $175,231+505.9% | $149,696+609.2% | $139,466+661.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.80% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $4,276 | $5,478-21.9% | $4,821-11.3% | $4,754-10.1% |
| Participant deferral / active EE | $6,563 | $6,521+0.6% | $5,682+15.5% | $6,712-2.2% |
| Admin fee / account holder | $21,250 | $16,155+31.5% | $13,212+60.8% | $11,409+86.3% |