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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 | $374,679 | $162,136+131.1% | $152,301+146.0% | $154,746+142.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.43% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,948 | $4,890-39.7% | $4,624-36.3% | $4,379-32.7% |
| Participant deferral / active EE | $9,313 | $8,341+11.7% | $8,004+16.4% | $6,730+38.4% |
| Admin fee / account holder | $3,918 | $15,759-75.1% | $14,398-72.8% | $14,365-72.7% |