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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 | $395,543 | $154,228+156.5% | $145,433+172.0% | $137,256+188.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $21,171 | $4,804+340.7% | $4,554+364.8% | $4,156+409.4% |
| Participant deferral / active EE | $12,584 | $8,216+53.2% | $7,897+59.3% | $6,407+96.4% |
| Admin fee / account holder | $4,667 | $14,344-67.5% | $13,129-64.5% | $12,270-62.0% |