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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 | $404,682 | $154,228+162.4% | $145,433+178.3% | $137,256+194.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.34% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $10,625 | $4,804+121.2% | $4,554+133.3% | $4,156+155.7% |
| Participant deferral / active EE | $7,712 | $8,216-6.1% | $7,897-2.3% | $6,407+20.4% |
| Admin fee / account holder | $12,347 | $14,344-13.9% | $13,129-6.0% | $12,270+0.6% |