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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 | $602,920 | $154,228+290.9% | $145,433+314.6% | $137,256+339.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.81% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,681 | $4,804-2.6% | $4,554+2.8% | $4,156+12.6% |
| Participant deferral / active EE | $15,106 | $8,216+83.9% | $7,897+91.3% | $6,407+135.8% |
| Admin fee / account holder | $1,272 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |