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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 | $1,076,416 | $183,539+486.5% | $155,556+592.0% | $145,897+637.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 43.77% | 61.31%-17.5pp | 64.84%-21.1pp | 552.29%-508.5pp |
| Employer contribution / active EE | $2,372 | $5,315-55.4% | $4,675-49.3% | $4,663-49.1% |
| Participant deferral / active EE | $7,206 | $6,467+11.4% | $5,631+28.0% | $6,689+7.7% |
| Admin fee / account holder | $29,579 | $19,275+53.5% | $15,885+86.2% | $13,390+120.9% |