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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 | $713,959 | $155,555+359.0% | $146,866+386.1% | $155,188+360.1% |
| Participation rate | 76.9% | 84.0%-7.0pp | 82.5%-5.6pp | 80.8%-3.9pp |
| Annual return | 14.74% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $18,902 | $4,647+306.8% | $4,425+327.2% | $4,248+345.0% |
| Participant deferral / active EE | $12,288 | $8,044+52.8% | $7,759+58.4% | $6,531+88.1% |
| Admin fee / account holder | $39,481 | $14,755+167.6% | $13,620+189.9% | $14,480+172.7% |