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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 | $209,336+263.2% | $197,124+285.7% | $137,256+453.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.03% | 48.09%-24.1pp | 44.34%-20.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,735 | $6,591-43.3% | $6,227-40.0% | $4,156-10.1% |
| Participant deferral / active EE | $10,488 | $9,614+9.1% | $9,135+14.8% | $6,407+63.7% |
| Admin fee / account holder | $20,760 | $17,308+19.9% | $16,298+27.4% | $12,270+69.2% |