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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 | $767,826 | $100,970+660.5% | $96,576+695.0% | $137,256+459.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.73% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,755 | $3,809+77.3% | $3,553+90.1% | $4,156+62.5% |
| Participant deferral / active EE | $13,510 | $8,286+63.0% | $7,956+69.8% | $6,407+110.9% |
| Admin fee / account holder | $7,798 | $11,312-31.1% | $11,381-31.5% | $12,270-36.4% |