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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 | $183,516+1000.7% | $155,534+1198.8% | $145,884+1284.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.47% | 61.43%-49.0pp | 64.92%-52.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $17,429 | $5,315+227.9% | $4,675+272.8% | $4,662+273.8% |
| Participant deferral / active EE | $11,687 | $6,467+80.7% | $5,630+107.6% | $6,690+74.7% |
| Admin fee / account holder | $13,520 | $19,293-29.9% | $15,900-15.0% | $13,392+1.0% |