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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 | $1,899,406 | $227,399+735.3% | $189,758+901.0% | $198,609+856.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 13.98% | 61.03%-47.0pp | 52.62%-38.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $13,914 | $5,526+151.8% | $4,767+191.9% | $5,055+175.2% |
| Participant deferral / active EE | $8,238 | $6,837+20.5% | $5,856+40.7% | $6,977+18.1% |
| Admin fee / account holder | $62,956 | $25,162+150.2% | $20,388+208.8% | $19,030+230.8% |