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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 | $1,108,676 | $185,312+498.3% | $161,489+586.5% | $154,746+616.5% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 48.76% | 103.84%-55.1pp | 89.72%-41.0pp | 172.34%-123.6pp |
| Employer contribution / active EE | $26,058 | $4,769+446.4% | $4,268+510.5% | $4,379+495.1% |
| Participant deferral / active EE | $22,288 | $6,350+251.0% | $5,630+295.9% | $6,730+231.2% |
| Admin fee / account holder | $3,207 | $18,654-82.8% | $16,006-80.0% | $14,365-77.7% |