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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 | $484,927 | $157,304+208.3% | $141,197+243.4% | $152,909+217.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 20.66% | 64.34%-43.7pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $4,655 | $5,263-11.5% | $4,736-1.7% | $4,764-2.3% |
| Participant deferral / active EE | $17,127 | $7,111+140.9% | $6,710+155.2% | $5,851+192.7% |
| Admin fee / account holder | $1,078 | $12,126-91.1% | $10,265-89.5% | $11,601-90.7% |