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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 | $1,172,585 | $154,228+660.3% | $145,433+706.3% | $137,256+754.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.64% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,020 | $4,804-16.3% | $4,554-11.7% | $4,156-3.3% |
| Participant deferral / active EE | $4,932 | $8,216-40.0% | $7,897-37.5% | $6,407-23.0% |
| Admin fee / account holder | $27,404 | $14,344+91.1% | $13,129+108.7% | $12,270+123.3% |