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 | $2,486,374 | $183,539+1254.7% | $155,556+1498.4% | $145,897+1604.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.17% | 61.31%-36.1pp | 64.84%-39.7pp | 552.29%-527.1pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,675-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $8,864 | $6,467+37.1% | $5,631+57.4% | $6,689+32.5% |
| Admin fee / account holder | $2,288 | $19,275-88.1% | $15,885-85.6% | $13,390-82.9% |