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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 | $2,003,174 | $209,425+856.5% | $178,499+1022.2% | $158,966+1160.1% |
| Participation rate | 73.3% | 86.4%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 20.40% | 188.80%-168.4pp | 151.10%-130.7pp | 302.95%-282.5pp |
| Employer contribution / active EE | $17,326 | $5,707+203.6% | $5,011+245.7% | $4,762+263.8% |
| Participant deferral / active EE | $14,733 | $5,955+147.4% | $5,202+183.2% | $5,983+146.2% |
| Admin fee / account holder | $282,244 | $17,078+1552.7% | $13,986+1918.0% | $11,250+2408.8% |