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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 | $1,341,129 | $183,627+630.4% | $155,602+761.9% | $145,978+818.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.67% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $39,480 | $5,316+642.6% | $4,675+744.4% | $4,662+746.9% |
| Participant deferral / active EE | $25,615 | $6,466+296.2% | $5,629+355.1% | $6,690+282.9% |
| Admin fee / account holder | $98,071 | $19,327+407.4% | $15,923+515.9% | $13,400+631.9% |