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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 | $430,587 | $223,823+92.4% | $211,142+103.9% | $154,746+178.3% |
| Participation rate | 77.8% | 87.9%-10.1pp | 87.3%-9.5pp | 80.7%-2.9pp |
| Annual return | 11.11% | 50.39%-39.3pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $22,085 | $6,787+225.4% | $6,442+242.8% | $4,379+404.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $125,808 | $19,707+538.4% | $19,076+559.5% | $14,365+775.8% |