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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 | $678,767 | $154,228+340.1% | $145,433+366.7% | $137,256+394.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $5,790 | $4,804+20.5% | $4,554+27.1% | $4,156+39.3% |
| Participant deferral / active EE | $9,640 | $8,216+17.3% | $7,897+22.1% | $6,407+50.5% |
| Admin fee / account holder | $22,324 | $14,344+55.6% | $13,129+70.0% | $12,270+81.9% |