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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 | $1,061,298 | $172,111+516.6% | $150,298+606.1% | $137,256+673.2% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 13.94% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $11,620 | $4,636+150.6% | $4,154+179.7% | $4,156+179.6% |
| Participant deferral / active EE | $7,870 | $6,166+27.6% | $5,453+44.3% | $6,407+22.8% |
| Admin fee / account holder | $1,987 | $16,471-87.9% | $14,116-85.9% | $12,270-83.8% |