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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 | $285,463 | $172,111+65.9% | $150,298+89.9% | $137,256+108.0% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 26.02% | 69.37%-43.4pp | 62.79%-36.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $13,156 | $4,636+183.8% | $4,154+216.7% | $4,156+216.6% |
| Participant deferral / active EE | $6,597 | $6,166+7.0% | $5,453+21.0% | $6,407+3.0% |
| Admin fee / account holder | $437 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |