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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 | $737,142 | $103,164+614.5% | $90,259+716.7% | $154,746+376.4% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 14.49% | 19.25%-4.8pp | 18.88%-4.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,677 | $2,532-33.8% | $2,291-26.8% | $4,379-61.7% |
| Participant deferral / active EE | $4,254 | $4,422-3.8% | $3,827+11.2% | $6,730-36.8% |
| Admin fee / account holder | $185,716 | $8,593+2061.2% | $7,267+2455.6% | $14,365+1192.8% |