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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 | $172,111+804.4% | $150,298+935.7% | $137,256+1034.1% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $63,085 | $4,636+1260.7% | $4,154+1418.6% | $4,156+1417.9% |
| Participant deferral / active EE | $5,072 | $6,166-17.7% | $5,453-7.0% | $6,407-20.8% |
| Admin fee / account holder | $4,727 | $16,471-71.3% | $14,116-66.5% | $12,270-61.5% |