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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 | $703,024 | $139,948+402.3% | $121,663+477.8% | $154,746+354.3% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.5%+15.5pp | 80.7%+9.3pp |
| Annual return | 14.46% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $12,326 | $3,521+250.1% | $3,020+308.2% | $4,379+181.5% |
| Participant deferral / active EE | $7,646 | $5,629+35.8% | $4,887+56.4% | $6,730+13.6% |
| Admin fee / account holder | $4,132 | $17,321-76.1% | $14,289-71.1% | $14,365-71.2% |