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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 | $422,941 | $100,970+318.9% | $96,576+337.9% | $137,256+208.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 14.13% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $15,508 | $3,809+307.1% | $3,553+336.5% | $4,156+273.1% |
| Participant deferral / active EE | $11,186 | $8,286+35.0% | $7,956+40.6% | $6,407+74.6% |
| Admin fee / account holder | $7,658 | $11,312-32.3% | $11,381-32.7% | $12,270-37.6% |