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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 | $569,574 | $185,312+207.4% | $161,489+252.7% | $154,746+268.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 59.07% | 103.84%-44.8pp | 89.72%-30.6pp | 172.34%-113.3pp |
| Employer contribution / active EE | $5,756 | $4,769+20.7% | $4,268+34.8% | $4,379+31.4% |
| Participant deferral / active EE | $10,528 | $6,350+65.8% | $5,630+87.0% | $6,730+56.4% |
| Admin fee / account holder | $383 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |