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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 | $1,161,030 | $185,312+526.5% | $161,489+619.0% | $154,746+650.3% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 13.57% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $25,396 | $4,769+432.5% | $4,268+495.0% | $4,379+479.9% |
| Participant deferral / active EE | $25,396 | $6,350+300.0% | $5,630+351.1% | $6,730+277.3% |
| Admin fee / account holder | $47,086 | $18,654+152.4% | $16,006+194.2% | $14,365+227.8% |