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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 | $2,020,048 | $183,592+1000.3% | $155,567+1198.5% | $145,959+1284.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.47% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $17,429 | $5,315+227.9% | $4,674+272.9% | $4,661+273.9% |
| Participant deferral / active EE | $11,687 | $6,464+80.8% | $5,628+107.7% | $6,689+74.7% |
| Admin fee / account holder | $13,520 | $19,318-30.0% | $15,916-15.1% | $13,398+0.9% |