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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 | $252,276 | $111,535+126.2% | $105,223+139.8% | $137,256+83.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.85% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,933 | $3,939-50.9% | $3,689-47.6% | $4,156-53.5% |
| Participant deferral / active EE | $2,980 | $5,500-45.8% | $5,072-41.2% | $6,407-53.5% |
| Admin fee / account holder | $1,866 | $9,721-80.8% | $8,859-78.9% | $12,270-84.8% |