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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 | $718,142 | $124,425+477.2% | $112,040+541.0% | $137,256+423.2% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 11.16% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $14,286 | $3,411+318.8% | $2,954+383.6% | $4,156+243.7% |
| Participant deferral / active EE | $14,564 | $5,718+154.7% | $5,098+185.7% | $6,407+127.3% |
| Admin fee / account holder | $162,766 | $15,207+970.4% | $12,098+1245.4% | $12,270+1226.5% |