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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 | $747,059 | $148,629+402.6% | $135,982+449.4% | $139,487+435.6% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.33% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $7,202 | $5,247+37.3% | $4,859+48.2% | $4,755+51.5% |
| Participant deferral / active EE | $16,588 | $8,102+104.7% | $7,760+113.8% | $6,713+147.1% |
| Admin fee / account holder | $7,840 | $12,406-36.8% | $10,767-27.2% | $11,407-31.3% |