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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 | $1,188,164 | $174,379+581.4% | $152,093+681.2% | $138,895+755.4% |
| Participation rate | 95.7% | 81.6%+14.0pp | 77.8%+17.9pp | 79.9%+15.7pp |
| Annual return | 20.36% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $37,888 | $4,652+714.5% | $4,175+807.6% | $4,194+803.3% |
| Participant deferral / active EE | $10,968 | $6,159+78.1% | $5,451+101.2% | $6,396+71.5% |
| Admin fee / account holder | $6,175 | $16,880-63.4% | $14,497-57.4% | $12,562-50.8% |