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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 | $621,664 | $107,941+475.9% | $91,994+575.8% | $152,909+306.6% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 16.53% | 89.28%-72.8pp | 69.04%-52.5pp | 345.46%-328.9pp |
| Employer contribution / active EE | $733 | $4,212-82.6% | $3,453-78.8% | $4,764-84.6% |
| Participant deferral / active EE | $2,693 | $6,366-57.7% | $5,924-54.5% | $5,851-54.0% |
| Admin fee / account holder | $29,685 | $10,521+182.2% | $7,744+283.3% | $11,601+155.9% |