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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 | $760,280 | $223,823+239.7% | $211,142+260.1% | $154,746+391.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.03% | 50.39%-26.4pp | 46.84%-22.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,735 | $6,787-45.0% | $6,442-42.0% | $4,379-14.7% |
| Participant deferral / active EE | $10,488 | $9,750+7.6% | $9,284+13.0% | $6,730+55.8% |
| Admin fee / account holder | $20,760 | $19,707+5.3% | $19,076+8.8% | $14,365+44.5% |