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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 | $1,421,773 | $198,461+616.4% | $170,436+734.2% | $147,585+863.4% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 9.69% | 257.30%-247.6pp | 205.94%-196.2pp | 578.57%-568.9pp |
| Employer contribution / active EE | $31,444 | $6,184+408.5% | $5,433+478.8% | $4,876+544.8% |
| Participant deferral / active EE | $18,689 | $5,629+232.0% | $4,939+278.4% | $5,439+243.6% |
| Admin fee / account holder | $1,353 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |