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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 | $1,419,583 | $154,228+820.4% | $145,433+876.1% | $137,256+934.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $20,194 | $4,804+320.4% | $4,554+343.4% | $4,156+385.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $75,027 | $14,344+423.1% | $13,129+471.5% | $12,270+511.5% |