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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 | $319,445 | $172,111+85.6% | $150,298+112.5% | $137,256+132.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 19.14% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,763 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $11,846 | $6,166+92.1% | $5,453+117.2% | $6,407+84.9% |
| Admin fee / account holder | $4,012 | $16,471-75.6% | $14,116-71.6% | $12,270-67.3% |