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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 | $757,486 | $183,592+312.6% | $155,574+386.9% | $145,877+419.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.16% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,941 | $5,317-63.5% | $4,676-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $4,864 | $6,466-24.8% | $5,629-13.6% | $6,691-27.3% |
| Admin fee / account holder | $19,357 | $19,316+0.2% | $15,914+21.6% | $13,402+44.4% |