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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 | $1,961,690 | $217,432+802.2% | $185,849+955.5% | $167,536+1070.9% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 32.36% | 148.42%-116.1pp | 122.10%-89.7pp | 478.82%-446.5pp |
| Employer contribution / active EE | $57,000 | $5,875+870.3% | $5,169+1002.8% | $4,839+1077.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,784 | $19,818-91.0% | $16,244-89.0% | $12,315-85.5% |