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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 | $454,436 | $142,354+219.2% | $125,529+262.0% | $155,188+192.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.7%+12.8pp | 80.8%+6.7pp |
| Annual return | 13.65% | 306.06%-292.4pp | 202.56%-188.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $13,825 | $3,501+294.8% | $3,058+352.2% | $4,248+225.5% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $18,546 | $19,392-4.4% | $16,298+13.8% | $14,480+28.1% |