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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 | $866,937 | $172,111+403.7% | $150,298+476.8% | $137,256+531.6% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 12.81% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $40,250 | $4,636+768.1% | $4,154+868.9% | $4,156+868.5% |
| Participant deferral / active EE | $26,862 | $6,166+335.7% | $5,453+392.6% | $6,407+319.3% |
| Admin fee / account holder | $55,408 | $16,471+236.4% | $14,116+292.5% | $12,270+351.6% |