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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 | $601,562 | $107,353+460.4% | $92,903+547.5% | $152,885+293.5% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 23.71% | 145.62%-121.9pp | 109.43%-85.7pp | 345.39%-321.7pp |
| Employer contribution / active EE | $4,539 | $4,222+7.5% | $3,653+24.2% | $4,763-4.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,900 | $7,081+336.4% | $5,795+433.2% | $11,598+166.4% |