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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 | $1,088,390 | $185,312+487.3% | $161,489+574.0% | $154,746+603.3% |
| Participation rate | 82.6% | 82.5%+0.1pp | 78.7%+3.9pp | 80.7%+1.9pp |
| Annual return | 20.72% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $25,605 | $4,769+436.9% | $4,268+499.9% | $4,379+484.7% |
| Participant deferral / active EE | $19,215 | $6,350+202.6% | $5,630+241.3% | $6,730+185.5% |
| Admin fee / account holder | $18,063 | $18,654-3.2% | $16,006+12.9% | $14,365+25.7% |