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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 | $567,571 | $196,972+188.1% | $182,262+211.4% | $198,609+185.8% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 11.03% | 158.27%-147.2pp | 140.60%-129.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,708 | $5,364-68.2% | $5,046-66.2% | $5,055-66.2% |
| Participant deferral / active EE | $8,054 | $8,643-6.8% | $8,276-2.7% | $6,977+15.4% |
| Admin fee / account holder | $5,185 | $18,429-71.9% | $16,712-69.0% | $19,030-72.8% |