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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 | $1,258,012 | $111,814+1025.1% | $103,374+1116.9% | $145,959+761.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 22.58% | 24.77%-2.2pp | 24.89%-2.3pp | 561.95%-539.4pp |
| Employer contribution / active EE | $26,772 | $4,214+535.3% | $3,869+591.9% | $4,661+474.4% |
| Participant deferral / active EE | $16,175 | $5,618+187.9% | $5,058+219.8% | $6,689+141.8% |
| Admin fee / account holder | $8,524 | $9,754-12.6% | $8,394+1.5% | $13,398-36.4% |