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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 | $935,167 | $111,814+736.4% | $103,374+804.6% | $145,959+540.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $14,739 | $4,214+249.8% | $3,869+280.9% | $4,661+216.2% |
| Participant deferral / active EE | $8,897 | $5,618+58.4% | $5,058+75.9% | $6,689+33.0% |
| Admin fee / account holder | $5,814 | $9,754-40.4% | $8,394-30.7% | $13,398-56.6% |