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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 | $1,554,974 | $210,510+638.7% | $153,500+913.0% | $145,877+966.0% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 20.84% | 13.45%+7.4pp | 15.70%+5.1pp | 551.28%-530.4pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,333 | $7,974+17.1% | $6,756+38.1% | $6,691+39.5% |
| Admin fee / account holder | $20,587 | $19,455+5.8% | $12,736+61.6% | $13,402+53.6% |