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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 | $1,460,682 | $202,342+621.9% | $172,752+745.5% | $152,897+855.3% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 14.41% | 1029.83%-1015.4pp | 802.97%-788.6pp | 345.43%-331.0pp |
| Employer contribution / active EE | $17,871 | $5,858+205.1% | $5,144+247.4% | $4,764+275.2% |
| Participant deferral / active EE | $14,200 | $5,948+138.7% | $5,198+173.2% | $5,851+142.7% |
| Admin fee / account holder | $6,392 | $17,111-62.6% | $13,955-54.2% | $11,599-44.9% |