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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 | $110,410+1039.4% | $102,437+1128.1% | $145,897+762.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 22.58% | 24.85%-2.3pp | 24.95%-2.4pp | 552.29%-529.7pp |
| Employer contribution / active EE | $26,772 | $4,217+534.8% | $3,871+591.6% | $4,663+474.2% |
| Participant deferral / active EE | $16,175 | $5,622+187.7% | $5,060+219.7% | $6,689+141.8% |
| Admin fee / account holder | $8,524 | $9,745-12.5% | $8,388+1.6% | $13,390-36.3% |