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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 | $373,569 | $223,823+66.9% | $211,142+76.9% | $154,746+141.4% |
| Participation rate | 76.9% | 87.9%-10.9pp | 87.3%-10.4pp | 80.7%-3.8pp |
| Annual return | 14.13% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,996 | $9,750+12.8% | $9,284+18.4% | $6,730+63.4% |
| Admin fee / account holder | $563 | $19,707-97.1% | $19,076-97.0% | $14,365-96.1% |