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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 | $1,556,622 | $185,312+740.0% | $161,489+863.9% | $154,746+905.9% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $63,085 | $4,769+1222.8% | $4,268+1378.0% | $4,379+1340.6% |
| Participant deferral / active EE | $5,072 | $6,350-20.1% | $5,630-9.9% | $6,730-24.6% |
| Admin fee / account holder | $4,727 | $18,654-74.7% | $16,006-70.5% | $14,365-67.1% |