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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 | $660,153 | $166,268+297.0% | $165,100+299.9% | $145,897+352.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.12% | 100.52%-85.4pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $5,940 | $5,284+12.4% | $4,348+36.6% | $4,663+27.4% |
| Participant deferral / active EE | $13,477 | $6,964+93.5% | $6,035+123.3% | $6,689+101.5% |
| Admin fee / account holder | $218,554 | $16,659+1211.9% | $12,696+1621.5% | $13,390+1532.2% |