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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 | $1,471,099 | $183,516+701.6% | $155,534+845.8% | $145,884+908.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.17% | 61.43%-49.3pp | 64.92%-52.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $30,000 | $5,315+464.5% | $4,675+541.7% | $4,662+543.5% |
| Participant deferral / active EE | $28,000 | $6,467+333.0% | $5,630+397.3% | $6,690+318.6% |
| Admin fee / account holder | $16,649 | $19,293-13.7% | $15,900+4.7% | $13,392+24.3% |