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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 | $859,923 | $172,111+399.6% | $150,298+472.1% | $137,256+526.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $11,697 | $4,636+152.3% | $4,154+181.6% | $4,156+181.4% |
| Participant deferral / active EE | $14,349 | $6,166+132.7% | $5,453+163.1% | $6,407+124.0% |
| Admin fee / account holder | $4,208 | $16,471-74.4% | $14,116-70.2% | $12,270-65.7% |