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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% | $155,574+1198.4% | $145,877+1284.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.47% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $17,429 | $5,317+227.8% | $4,676+272.7% | $4,663+273.8% |
| Participant deferral / active EE | $11,687 | $6,466+80.7% | $5,629+107.6% | $6,691+74.7% |
| Admin fee / account holder | $13,520 | $19,316-30.0% | $15,914-15.0% | $13,402+0.9% |