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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 | $1,630,748 | $168,626+867.1% | $133,698+1119.7% | $145,897+1017.7% |
| Participation rate | 83.3% | 80.4%+3.0pp | 76.4%+6.9pp | 80.3%+3.0pp |
| Annual return | 16.14% | 1168.99%-1152.9pp | 580.90%-564.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $29,372 | $5,290+455.2% | $4,218+596.4% | $4,663+529.9% |
| Participant deferral / active EE | $9,396 | $8,688+8.1% | $7,016+33.9% | $6,689+40.5% |
| Admin fee / account holder | $43,202 | $9,638+348.3% | $6,703+544.5% | $13,390+222.6% |