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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 | $1,723,069 | $183,539+838.8% | $155,556+1007.7% | $145,897+1081.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.71% | 61.31%-35.6pp | 64.84%-39.1pp | 552.29%-526.6pp |
| Employer contribution / active EE | $37,945 | $5,315+613.9% | $4,675+711.6% | $4,663+713.8% |
| Participant deferral / active EE | $26,143 | $6,467+304.3% | $5,631+364.3% | $6,689+290.8% |
| Admin fee / account holder | $2,767 | $19,275-85.6% | $15,885-82.6% | $13,390-79.3% |