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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 | $491,521 | $183,592+167.7% | $155,567+216.0% | $145,959+236.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.32% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,058 | $5,315-80.1% | $4,674-77.4% | $4,661-77.3% |
| Participant deferral / active EE | $6,561 | $6,464+1.5% | $5,628+16.6% | $6,689-1.9% |
| Admin fee / account holder | $1,416 | $19,318-92.7% | $15,916-91.1% | $13,398-89.4% |