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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 | $426,287 | $153,769+177.2% | $133,975+218.2% | $273,972+55.6% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.1%-5.8pp | 83.0%-1.8pp |
| Annual return | 14.55% | 36.51%-22.0pp | 29.29%-14.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,010 | $6,958+58.2% | $6,282+75.3% | $5,287+108.2% |
| Admin fee / account holder | $22,457 | $11,765+90.9% | $9,324+140.8% | $10,133+121.6% |