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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 | $181,062+501.1% | $158,223+587.9% | $155,188+601.3% |
| Participation rate | 82.6% | 82.7%0pp | 79.2%+3.4pp | 80.8%+1.8pp |
| Annual return | 20.72% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $25,605 | $4,565+460.9% | $4,109+523.2% | $4,248+502.8% |
| Participant deferral / active EE | $19,215 | $6,134+213.2% | $5,467+251.5% | $6,531+194.2% |
| Admin fee / account holder | $18,063 | $18,825-4.0% | $16,047+12.6% | $14,480+24.7% |