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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 | $227,399+584.5% | $189,758+720.3% | $198,609+683.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 79.8%+15.7pp | 82.4%+13.1pp |
| Annual return | 16.29% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $63,085 | $5,526+1041.6% | $4,767+1223.5% | $5,055+1147.9% |
| Participant deferral / active EE | $5,072 | $6,837-25.8% | $5,856-13.4% | $6,977-27.3% |
| Admin fee / account holder | $4,727 | $25,162-81.2% | $20,388-76.8% | $19,030-75.2% |