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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 | $768,615 | $101,618+656.4% | $93,063+725.9% | $137,256+460.0% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 10.51% | 223.95%-213.4pp | 34.15%-23.6pp | 220.34%-209.8pp |
| Employer contribution / active EE | $18,512 | $2,707+583.8% | $2,476+647.6% | $4,156+345.4% |
| Participant deferral / active EE | $15,886 | $4,279+271.2% | $3,958+301.3% | $6,407+148.0% |
| Admin fee / account holder | $175,183 | $6,198+2726.2% | $6,033+2803.6% | $12,270+1327.7% |