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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 | $1,044,595 | $275,752+278.8% | $256,809+306.8% | $198,609+426.0% |
| Participation rate | 95.2% | 89.2%+6.1pp | 88.5%+6.7pp | 82.4%+12.9pp |
| Annual return | 8.58% | 34.81%-26.2pp | 32.73%-24.1pp | 202.70%-194.1pp |
| Employer contribution / active EE | $50,698 | $7,721+556.6% | $7,263+598.0% | $5,055+902.9% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $229,400 | $25,716+792.1% | $25,146+812.3% | $19,030+1105.4% |