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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 | $390,023 | $106,974+264.6% | $90,796+329.6% | $138,895+180.8% |
| Participation rate | 83.3% | 74.9%+8.5pp | 69.5%+13.8pp | 79.9%+3.4pp |
| Annual return | 20.12% | 20.10%0pp | 19.29%+0.8pp | 145.39%-125.3pp |
| Employer contribution / active EE | $3,397 | $2,609+30.2% | $2,294+48.1% | $4,194-19.0% |
| Participant deferral / active EE | $9,518 | $4,455+113.7% | $3,822+149.0% | $6,396+48.8% |
| Admin fee / account holder | $9,631 | $8,626+11.6% | $7,024+37.1% | $12,562-23.3% |