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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 | $1,773,886 | $176,794+903.4% | $146,647+1109.6% | $167,553+958.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 22.79% | 24.04%-1.2pp | 22.75%0pp | 478.89%-456.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $36,473 | $6,440+466.3% | $5,506+562.4% | $6,343+475.0% |
| Admin fee / account holder | $6,789 | $13,262-48.8% | $10,281-34.0% | $12,316-44.9% |