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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 | $1,211,912 | $148,629+715.4% | $135,982+791.2% | $139,487+768.8% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 19.14% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $19,296 | $5,247+267.8% | $4,859+297.1% | $4,755+305.8% |
| Participant deferral / active EE | $6,152 | $8,102-24.1% | $7,760-20.7% | $6,713-8.4% |
| Admin fee / account holder | $89,355 | $12,406+620.2% | $10,767+729.9% | $11,407+683.3% |