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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 | $227,291+64.4% | $214,702+74.0% | $155,188+140.7% |
| Participation rate | 76.9% | 88.0%-11.0pp | 87.5%-10.5pp | 80.8%-3.9pp |
| Annual return | 14.13% | 60.08%-45.9pp | 54.55%-40.4pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,996 | $9,582+14.8% | $9,147+20.2% | $6,531+68.4% |
| Admin fee / account holder | $563 | $20,413-97.2% | $19,830-97.2% | $14,480-96.1% |