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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 | $2,585,410 | $185,312+1295.2% | $161,489+1501.0% | $154,746+1570.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.75% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $17,078 | $4,769+258.1% | $4,268+300.1% | $4,379+290.0% |
| Participant deferral / active EE | $18,860 | $6,350+197.0% | $5,630+235.0% | $6,730+180.2% |
| Admin fee / account holder | $14,250 | $18,654-23.6% | $16,006-11.0% | $14,365-0.8% |