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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 | $716,719 | $154,228+364.7% | $145,433+392.8% | $137,256+422.2% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 23.39% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $5,788 | $4,804+20.5% | $4,554+27.1% | $4,156+39.3% |
| Participant deferral / active EE | $12,447 | $8,216+51.5% | $7,897+57.6% | $6,407+94.3% |
| Admin fee / account holder | $22,750 | $14,344+58.6% | $13,129+73.3% | $12,270+85.4% |