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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 | $2,287,963 | $183,592+1146.2% | $155,567+1370.7% | $145,959+1467.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.46% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $34,500 | $5,315+549.1% | $4,674+638.1% | $4,661+640.2% |
| Participant deferral / active EE | $21,000 | $6,464+224.9% | $5,628+273.2% | $6,689+214.0% |
| Admin fee / account holder | $8,659 | $19,318-55.2% | $15,916-45.6% | $13,398-35.4% |