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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 | $1,113,642 | $154,228+622.1% | $145,433+665.7% | $137,256+711.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $29,482 | $4,804+513.7% | $4,554+547.3% | $4,156+609.4% |
| Participant deferral / active EE | $26,938 | $8,216+227.9% | $7,897+241.1% | $6,407+320.5% |
| Admin fee / account holder | $469,500 | $14,344+3173.2% | $13,129+3476.1% | $12,270+3726.4% |