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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 | $275,752+109.4% | $256,809+124.9% | $198,609+190.8% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 13.09% | 34.81%-21.7pp | 32.73%-19.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $30,000 | $7,721+288.6% | $7,263+313.1% | $5,055+493.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $108,682 | $25,716+322.6% | $25,146+332.2% | $19,030+471.1% |