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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 | $287,328 | $88,702+223.9% | $81,780+251.3% | $145,978+96.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 16.23% | 1029.12%-1012.9pp | 776.27%-760.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $8,648 | $3,084+180.4% | $2,914+196.8% | $4,662+85.5% |
| Participant deferral / active EE | $7,225 | $4,645+55.5% | $4,321+67.2% | $6,690+8.0% |
| Admin fee / account holder | $393 | $8,414-95.3% | $7,384-94.7% | $13,400-97.1% |