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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 | $156,398+260.9% | $147,318+283.2% | $138,895+306.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.95% | 78.75%-54.8pp | 70.43%-46.5pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,182 | $8,237+23.6% | $7,906+28.8% | $6,396+59.2% |
| Admin fee / account holder | $11,826 | $14,976-21.0% | $13,708-13.7% | $12,562-5.9% |