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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 | $1,643,672 | $209,425+684.9% | $178,499+820.8% | $158,966+934.0% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.50% | 188.80%-176.3pp | 151.10%-138.6pp | 302.95%-290.4pp |
| Employer contribution / active EE | $23,438 | $5,707+310.7% | $5,011+367.7% | $4,762+392.1% |
| Participant deferral / active EE | $21,938 | $5,955+268.4% | $5,202+321.7% | $5,983+266.7% |
| Admin fee / account holder | $15,777 | $17,078-7.6% | $13,986+12.8% | $11,250+40.2% |