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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 | $166,268+1046.2% | $165,100+1054.3% | $145,897+1206.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.06% | 100.52%-88.5pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $26,228 | $5,284+396.4% | $4,348+503.2% | $4,663+462.5% |
| Participant deferral / active EE | $16,414 | $6,964+135.7% | $6,035+172.0% | $6,689+145.4% |
| Admin fee / account holder | $123,448 | $16,659+641.0% | $12,696+872.4% | $13,390+821.9% |