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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 | $660,762 | $172,111+283.9% | $150,298+339.6% | $137,256+381.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $11,965 | $4,636+158.1% | $4,154+188.0% | $4,156+187.9% |
| Participant deferral / active EE | $11,650 | $6,166+89.0% | $5,453+113.7% | $6,407+81.8% |
| Admin fee / account holder | $4,735 | $16,471-71.3% | $14,116-66.5% | $12,270-61.4% |