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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 | $2,758,680 | $212,386+1198.9% | $199,883+1280.1% | $138,895+1886.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 22.57% | 47.75%-25.2pp | 43.81%-21.2pp | 145.39%-122.8pp |
| Employer contribution / active EE | $57,961 | $6,625+774.9% | $6,261+825.7% | $4,194+1281.9% |
| Participant deferral / active EE | $4,282 | $9,617-55.5% | $9,138-53.1% | $6,396-33.1% |
| Admin fee / account holder | $846 | $18,233-95.4% | $17,268-95.1% | $12,562-93.3% |