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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 | $577,540 | $209,336+175.9% | $197,124+193.0% | $137,256+320.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 13.09% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $30,000 | $6,591+355.2% | $6,227+381.7% | $4,156+621.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $108,682 | $17,308+527.9% | $16,298+566.8% | $12,270+785.7% |