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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 | $2,224,770 | $183,516+1112.3% | $155,534+1330.4% | $145,884+1425.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 70.53% | 61.43%+9.1pp | 64.92%+5.6pp | 551.85%-481.3pp |
| Employer contribution / active EE | $19,761 | $5,315+271.8% | $4,675+322.7% | $4,662+323.8% |
| Participant deferral / active EE | $12,480 | $6,467+93.0% | $5,630+121.7% | $6,690+86.6% |
| Admin fee / account holder | $2,567 | $19,293-86.7% | $15,900-83.9% | $13,392-80.8% |