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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 | $271,519 | $106,864+154.1% | $147,318+84.3% | $82,637+228.6% |
| Participation rate | 83.0% | 75.5%+7.5pp | 82.1%+0.9pp | 68.1%+14.9pp |
| Annual return | 14.40% | 27.49%-13.1pp | 70.43%-56.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $4,469 | $3,417+30.8% | $4,593-2.7% | $2,552+75.1% |
| Participant deferral / active EE | $6,248 | $6,496-3.8% | $7,906-21.0% | $4,126+51.4% |
| Admin fee / account holder | $17,932 | $8,415+113.1% | $13,708+30.8% | $7,339+144.3% |