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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 | $518,087 | $172,111+201.0% | $150,298+244.7% | $137,256+277.5% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.35% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,660 | $4,636+65.2% | $4,154+84.4% | $4,156+84.3% |
| Participant deferral / active EE | $6,073 | $6,166-1.5% | $5,453+11.4% | $6,407-5.2% |
| Admin fee / account holder | $6,239 | $16,471-62.1% | $14,116-55.8% | $12,270-49.2% |