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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 | $674,169 | $156,398+331.1% | $147,318+357.6% | $138,895+385.4% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 19.30% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,859 | $4,853-41.1% | $4,593-37.8% | $4,194-31.8% |
| Participant deferral / active EE | $6,920 | $8,237-16.0% | $7,906-12.5% | $6,396+8.2% |
| Admin fee / account holder | $22,358 | $14,976+49.3% | $13,708+63.1% | $12,562+78.0% |