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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 | $1,905,703 | $166,131+1047.1% | $164,975+1055.1% | $145,877+1206.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.06% | 100.37%-88.3pp | 70.12%-58.1pp | 551.28%-539.2pp |
| Employer contribution / active EE | $26,228 | $5,276+397.2% | $4,343+504.0% | $4,663+462.5% |
| Participant deferral / active EE | $16,414 | $6,962+135.8% | $6,033+172.1% | $6,691+145.3% |
| Admin fee / account holder | $123,448 | $16,648+641.5% | $12,688+872.9% | $13,402+821.1% |