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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 | $255,444 | $172,758+47.9% | $149,600+70.8% | $138,895+83.9% |
| Participation rate | 70.6% | 80.2%-9.6pp | 77.2%-6.6pp | 79.9%-9.3pp |
| Annual return | 11.27% | 181.17%-169.9pp | 129.59%-118.3pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,062 | $8,180+23.0% | $7,203+39.7% | $6,396+57.3% |
| Admin fee / account holder | $9,801 | $17,615-44.4% | $13,963-29.8% | $12,562-22.0% |