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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 | $76,564+754.6% | $105,582+519.7% | $94,015+595.9% |
| Participation rate | 90.3% | 65.2%+25.1pp | 71.8%+18.6pp | 70.8%+19.5pp |
| Annual return | 20.29% | 20.69%-0.4pp | 18.61%+1.7pp | 17.84%+2.4pp |
| Employer contribution / active EE | $60,918 | $1,995+2953.1% | $2,984+1941.5% | $2,790+2083.4% |
| Participant deferral / active EE | $20,306 | $3,320+511.6% | $4,353+366.4% | $4,249+377.8% |
| Admin fee / account holder | $63,347 | $7,129+788.6% | $12,856+392.7% | $8,951+607.7% |