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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 | $738,643 | $154,228+378.9% | $145,433+407.9% | $137,256+438.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 15.07% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,142 | $4,804-76.2% | $4,554-74.9% | $4,156-72.5% |
| Participant deferral / active EE | $5,413 | $8,216-34.1% | $7,897-31.5% | $6,407-15.5% |
| Admin fee / account holder | $16,739 | $14,344+16.7% | $13,129+27.5% | $12,270+36.4% |