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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 | $368,944 | $165,381+123.1% | $149,730+146.4% | $158,966+132.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.04% | 348.29%-335.3pp | 276.70%-263.7pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,130 | $7,182-0.7% | $6,843+4.2% | $5,983+19.2% |
| Admin fee / account holder | $64,271 | $10,809+494.6% | $9,310+590.3% | $11,250+471.3% |