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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 | $549,257 | $157,304+249.2% | $141,197+289.0% | $152,909+259.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.09% | 64.34%-44.3pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $12,275 | $5,263+133.3% | $4,736+159.2% | $4,764+157.7% |
| Participant deferral / active EE | $3,800 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $7,595 | $12,126-37.4% | $10,265-26.0% | $11,601-34.5% |