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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 | $970,142 | $162,136+498.4% | $152,301+537.0% | $154,746+526.9% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 12.87% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $8,106 | $4,890+65.8% | $4,624+75.3% | $4,379+85.1% |
| Participant deferral / active EE | $10,523 | $8,341+26.2% | $8,004+31.5% | $6,730+56.4% |
| Admin fee / account holder | $13,891 | $15,759-11.9% | $14,398-3.5% | $14,365-3.3% |