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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 | $183,592+1253.5% | $155,574+1497.3% | $145,877+1603.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 16.77% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $34,500 | $5,317+548.9% | $4,676+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $25,682 | $6,466+297.2% | $5,629+356.2% | $6,691+283.9% |
| Admin fee / account holder | $182,632 | $19,316+845.5% | $15,914+1047.6% | $13,402+1262.7% |