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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 | $210,343+639.3% | $153,476+913.2% | $145,978+965.2% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 20.84% | 13.38%+7.5pp | 15.66%+5.2pp | 550.52%-529.7pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,333 | $7,977+17.0% | $6,759+38.1% | $6,690+39.5% |
| Admin fee / account holder | $20,587 | $19,424+6.0% | $12,729+61.7% | $13,400+53.6% |