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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 | $1,108,674 | $172,111+544.2% | $150,298+637.7% | $137,256+707.7% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 48.07% | 69.37%-21.3pp | 62.79%-14.7pp | 220.34%-172.3pp |
| Employer contribution / active EE | $26,694 | $4,636+475.8% | $4,154+542.6% | $4,156+542.3% |
| Participant deferral / active EE | $22,288 | $6,166+261.5% | $5,453+308.8% | $6,407+247.9% |
| Admin fee / account holder | $3,207 | $16,471-80.5% | $14,116-77.3% | $12,270-73.9% |