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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 | $185,312+925.0% | $161,489+1076.2% | $154,746+1127.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.98% | 103.84%-89.9pp | 89.72%-75.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $13,914 | $4,769+191.8% | $4,268+226.0% | $4,379+217.7% |
| Participant deferral / active EE | $8,238 | $6,350+29.7% | $5,630+46.3% | $6,730+22.4% |
| Admin fee / account holder | $62,956 | $18,654+237.5% | $16,006+293.3% | $14,365+338.3% |