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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 | $181,062+512.3% | $158,223+600.7% | $155,188+614.4% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 48.76% | 57.39%-8.6pp | 52.09%-3.3pp | 148.84%-100.1pp |
| Employer contribution / active EE | $26,058 | $4,565+470.9% | $4,109+534.2% | $4,248+513.4% |
| Participant deferral / active EE | $22,288 | $6,134+263.3% | $5,467+307.7% | $6,531+241.3% |
| Admin fee / account holder | $3,207 | $18,825-83.0% | $16,047-80.0% | $14,480-77.9% |