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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 | $174,379+524.2% | $152,093+615.6% | $138,895+683.6% |
| Participation rate | 82.6% | 81.6%+1.0pp | 77.8%+4.8pp | 79.9%+2.7pp |
| Annual return | 20.72% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $25,605 | $4,652+450.4% | $4,175+513.3% | $4,194+510.5% |
| Participant deferral / active EE | $19,215 | $6,159+212.0% | $5,451+252.5% | $6,396+200.4% |
| Admin fee / account holder | $18,063 | $16,880+7.0% | $14,497+24.6% | $12,562+43.8% |