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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 | $435,869 | $181,062+140.7% | $158,223+175.5% | $155,188+180.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 9.82% | 57.39%-47.6pp | 52.09%-42.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,344 | $6,134-61.8% | $5,467-57.1% | $6,531-64.1% |
| Admin fee / account holder | $750 | $18,825-96.0% | $16,047-95.3% | $14,480-94.8% |