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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 | $172,111+1003.6% | $150,298+1163.8% | $137,256+1283.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 13.98% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $13,914 | $4,636+200.1% | $4,154+234.9% | $4,156+234.8% |
| Participant deferral / active EE | $8,238 | $6,166+33.6% | $5,453+51.1% | $6,407+28.6% |
| Admin fee / account holder | $62,956 | $16,471+282.2% | $14,116+346.0% | $12,270+413.1% |