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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 | $759,632 | $155,555+388.3% | $146,866+417.2% | $155,188+389.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 16.55% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $13,868 | $4,647+198.4% | $4,425+213.4% | $4,248+226.5% |
| Participant deferral / active EE | $10,098 | $8,044+25.5% | $7,759+30.1% | $6,531+54.6% |
| Admin fee / account holder | $5,615 | $14,755-61.9% | $13,620-58.8% | $14,480-61.2% |