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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 | $3,244,184 | $183,592+1667.1% | $155,574+1985.3% | $145,877+2123.9% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 25.27% | 61.37%-36.1pp | 64.87%-39.6pp | 551.28%-526.0pp |
| Employer contribution / active EE | $19,406 | $5,317+265.0% | $4,676+315.0% | $4,663+316.2% |
| Participant deferral / active EE | $17,092 | $6,466+164.3% | $5,629+203.6% | $6,691+155.5% |
| Admin fee / account holder | $12,862 | $19,316-33.4% | $15,914-19.2% | $13,402-4.0% |