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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 | $110,337+1040.2% | $102,383+1128.7% | $145,877+762.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 22.58% | 24.83%-2.3pp | 24.94%-2.4pp | 551.28%-528.7pp |
| Employer contribution / active EE | $26,772 | $4,216+535.0% | $3,870+591.7% | $4,663+474.1% |
| Participant deferral / active EE | $16,175 | $5,621+187.8% | $5,060+219.7% | $6,691+141.8% |
| Admin fee / account holder | $8,524 | $9,750-12.6% | $8,391+1.6% | $13,402-36.4% |