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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 | $223,823+158.0% | $211,142+173.5% | $154,746+273.2% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 13.09% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $30,000 | $6,787+342.0% | $6,442+365.7% | $4,379+585.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $108,682 | $19,707+451.5% | $19,076+469.7% | $14,365+656.6% |