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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 | $2,484,953 | $183,539+1253.9% | $155,556+1497.5% | $145,897+1603.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.77% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $34,500 | $5,315+549.1% | $4,675+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $25,682 | $6,467+297.1% | $5,631+356.1% | $6,689+283.9% |
| Admin fee / account holder | $182,632 | $19,275+847.5% | $15,885+1049.7% | $13,390+1263.9% |