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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 | $693,690 | $148,623+366.7% | $135,974+410.2% | $139,466+397.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.00% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,407 | $5,246-54.1% | $4,859-50.5% | $4,754-49.4% |
| Participant deferral / active EE | $6,667 | $8,103-17.7% | $7,760-14.1% | $6,712-0.7% |
| Admin fee / account holder | $18,613 | $12,406+50.0% | $10,767+72.9% | $11,409+63.2% |