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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 | $1,129,598 | $100,970+1018.8% | $96,576+1069.6% | $137,256+723.0% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 15.50% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $15,649 | $3,809+310.8% | $3,553+340.4% | $4,156+276.5% |
| Participant deferral / active EE | $8,891 | $8,286+7.3% | $7,956+11.7% | $6,407+38.8% |
| Admin fee / account holder | $449 | $11,312-96.0% | $11,381-96.1% | $12,270-96.3% |