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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 | $1,183,469 | $165,361+615.7% | $149,715+690.5% | $158,950+644.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 31.50% | 348.24%-316.7pp | 276.66%-245.2pp | 302.91%-271.4pp |
| Employer contribution / active EE | $4,423 | $5,103-13.3% | $4,645-4.8% | $4,762-7.1% |
| Participant deferral / active EE | $14,446 | $7,182+101.2% | $6,842+111.1% | $5,983+141.5% |
| Admin fee / account holder | $335,789 | $10,808+3006.9% | $9,310+3506.9% | $11,248+2885.2% |