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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 | $457,808 | $172,111+166.0% | $150,298+204.6% | $137,256+233.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.13% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $18,970 | $4,636+309.2% | $4,154+356.7% | $4,156+356.5% |
| Participant deferral / active EE | $16,992 | $6,166+175.6% | $5,453+211.6% | $6,407+165.2% |
| Admin fee / account holder | $5,097 | $16,471-69.1% | $14,116-63.9% | $12,270-58.5% |