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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 | $835,084 | $211,239+295.3% | $178,528+367.8% | $145,877+472.5% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 11.22% | 30.22%-19.0pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $8,298 | $4,570+81.6% | $3,950+110.1% | $4,663+78.0% |
| Participant deferral / active EE | $3,714 | $6,963-46.7% | $6,278-40.8% | $6,691-44.5% |
| Admin fee / account holder | $31,500 | $12,095+160.4% | $10,419+202.3% | $13,402+135.0% |