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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 | $1,837,395 | $183,592+900.8% | $155,574+1081.0% | $145,877+1159.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 28.02% | 61.37%-33.3pp | 64.87%-36.8pp | 551.28%-523.3pp |
| Employer contribution / active EE | $11,654 | $5,317+119.2% | $4,676+149.3% | $4,663+149.9% |
| Participant deferral / active EE | $13,871 | $6,466+114.5% | $5,629+146.4% | $6,691+107.3% |
| Admin fee / account holder | $306 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |