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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 | $1,043,731 | $185,312+463.2% | $161,489+546.3% | $154,746+574.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.80% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $40,250 | $4,769+744.0% | $4,268+843.0% | $4,379+819.1% |
| Participant deferral / active EE | $2,500 | $6,350-60.6% | $5,630-55.6% | $6,730-62.9% |
| Admin fee / account holder | $73,123 | $18,654+292.0% | $16,006+356.9% | $14,365+409.0% |