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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 | $1,880,455 | $183,592+924.3% | $155,567+1108.8% | $145,959+1188.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.50% | 61.24%-42.7pp | 64.74%-46.2pp | 561.95%-543.5pp |
| Employer contribution / active EE | $14,111 | $5,315+165.5% | $4,674+201.9% | $4,661+202.8% |
| Participant deferral / active EE | $10,228 | $6,464+58.2% | $5,628+81.7% | $6,689+52.9% |
| Admin fee / account holder | $12,273 | $19,318-36.5% | $15,916-22.9% | $13,398-8.4% |