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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 | $703,040 | $160,070+339.2% | $147,117+377.9% | $145,897+381.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.06% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,885 | $5,285-7.6% | $4,932-1.0% | $4,663+4.8% |
| Participant deferral / active EE | $6,480 | $8,419-23.0% | $8,065-19.6% | $6,689-3.1% |
| Admin fee / account holder | $12,572 | $15,035-16.4% | $12,993-3.2% | $13,390-6.1% |