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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 | $673,269 | $154,228+336.5% | $145,433+362.9% | $137,256+390.5% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $13,804 | $4,804+187.3% | $4,554+203.1% | $4,156+232.1% |
| Participant deferral / active EE | $12,353 | $8,216+50.3% | $7,897+56.4% | $6,407+92.8% |
| Admin fee / account holder | $649 | $14,344-95.5% | $13,129-95.1% | $12,270-94.7% |