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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 | $654,293 | $59,440+1000.8% | $78,004+738.8% | $82,637+691.8% |
| Participation rate | 90.3% | 62.8%+27.5pp | 69.4%+20.9pp | 68.1%+22.3pp |
| Annual return | 20.29% | 40.24%-20.0pp | 31.07%-10.8pp | 53.51%-33.2pp |
| Employer contribution / active EE | $60,918 | $1,750+3380.2% | $2,469+2367.5% | $2,552+2286.9% |
| Participant deferral / active EE | $20,306 | $3,138+547.0% | $4,092+396.3% | $4,126+392.1% |
| Admin fee / account holder | $63,347 | $5,504+1050.9% | $7,578+735.9% | $7,339+763.2% |