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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 | $706,885 | $172,111+310.7% | $150,298+370.3% | $137,256+415.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.68% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,251 | $4,636-51.4% | $4,154-45.8% | $4,156-45.8% |
| Participant deferral / active EE | $14,050 | $6,166+127.9% | $5,453+157.7% | $6,407+119.3% |
| Admin fee / account holder | $5,137 | $16,471-68.8% | $14,116-63.6% | $12,270-58.1% |