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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 | $444,519 | $182,442+143.6% | $163,379+172.1% | $138,895+220.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.8%+9.8pp | 79.9%+6.7pp |
| Annual return | 14.13% | 72.74%-58.6pp | 63.41%-49.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,746 | $6,817+131.0% | $6,282+150.7% | $6,396+146.2% |
| Admin fee / account holder | $2,073 | $10,396-80.1% | $9,818-78.9% | $12,562-83.5% |