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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 | $715,996 | $81,233+781.4% | $155,567+360.2% | $80,874+785.3% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 19.14% | 33.33%-14.2pp | 64.74%-45.6pp | 35.62%-16.5pp |
| Employer contribution / active EE | $30,360 | $3,101+879.1% | $4,674+549.5% | $2,756+1001.8% |
| Participant deferral / active EE | $18,608 | $3,452+439.0% | $5,628+230.6% | $4,297+333.1% |
| Admin fee / account holder | $80,722 | $7,998+909.3% | $15,916+407.2% | $6,935+1063.9% |