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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 | $183,516+924.7% | $155,534+1109.0% | $145,884+1189.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.50% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $14,111 | $5,315+165.5% | $4,675+201.9% | $4,662+202.7% |
| Participant deferral / active EE | $10,228 | $6,467+58.2% | $5,630+81.7% | $6,690+52.9% |
| Admin fee / account holder | $12,273 | $19,293-36.4% | $15,900-22.8% | $13,392-8.4% |