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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 | $354,737 | $148,623+138.7% | $135,974+160.9% | $139,466+154.4% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 18.03% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,088 | $8,103+12.2% | $7,760+17.1% | $6,712+35.4% |
| Admin fee / account holder | $13,474 | $12,406+8.6% | $10,767+25.2% | $11,409+18.1% |