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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 | $550,734 | $178,174+209.1% | $156,181+252.6% | $137,256+301.2% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 16.29% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $10,894 | $4,972+119.1% | $4,294+153.7% | $4,156+162.1% |
| Participant deferral / active EE | $10,807 | $6,888+56.9% | $6,132+76.2% | $6,407+68.7% |
| Admin fee / account holder | $9,067 | $17,404-47.9% | $14,586-37.8% | $12,270-26.1% |