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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% | $155,574+1370.7% | $145,877+1468.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.46% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $34,500 | $5,317+548.9% | $4,676+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $21,000 | $6,466+224.8% | $5,629+273.0% | $6,691+213.9% |
| Admin fee / account holder | $8,659 | $19,316-55.2% | $15,914-45.6% | $13,402-35.4% |