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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 | $564,473 | $155,555+262.9% | $146,866+284.3% | $155,188+263.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 23.95% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,182 | $8,044+26.6% | $7,759+31.2% | $6,531+55.9% |
| Admin fee / account holder | $11,826 | $14,755-19.9% | $13,620-13.2% | $14,480-18.3% |