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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 | $322,478 | $155,555+107.3% | $146,866+119.6% | $155,188+107.8% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.5%-1.6pp | 80.8%+0.1pp |
| Annual return | 15.57% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,130 | $8,044+63.2% | $7,759+69.2% | $6,531+101.0% |
| Admin fee / account holder | $14,870 | $14,755+0.8% | $13,620+9.2% | $14,480+2.7% |