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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 | $917,702 | $111,535+722.8% | $105,223+772.1% | $137,256+568.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 16.62% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $13,441 | $3,939+241.2% | $3,689+264.4% | $4,156+223.4% |
| Participant deferral / active EE | $10,987 | $5,500+99.8% | $5,072+116.6% | $6,407+71.5% |
| Admin fee / account holder | $5,051 | $9,721-48.0% | $8,859-43.0% | $12,270-58.8% |