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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 | $394,880 | $154,228+156.0% | $145,433+171.5% | $137,256+187.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.89% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,562 | $4,804-5.0% | $4,554+0.2% | $4,156+9.8% |
| Participant deferral / active EE | $8,974 | $8,216+9.2% | $7,897+13.6% | $6,407+40.1% |
| Admin fee / account holder | $110,985 | $14,344+673.8% | $13,129+745.3% | $12,270+804.5% |