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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 | $705,759 | $148,629+374.8% | $135,982+419.0% | $139,487+406.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 24.61% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,673 | $8,102+44.1% | $7,760+50.4% | $6,713+73.9% |
| Admin fee / account holder | $39,898 | $12,406+221.6% | $10,767+270.6% | $11,407+249.8% |