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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 | $2,499,085 | $183,592+1261.2% | $155,574+1506.4% | $145,877+1613.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 23.97% | 61.37%-37.4pp | 64.87%-40.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $40,293 | $5,317+657.9% | $4,676+761.7% | $4,663+764.1% |
| Participant deferral / active EE | $3,833 | $6,466-40.7% | $5,629-31.9% | $6,691-42.7% |
| Admin fee / account holder | $44,089 | $19,316+128.3% | $15,914+177.0% | $13,402+229.0% |