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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 | $670,751 | $209,425+220.3% | $178,499+275.8% | $158,966+321.9% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 17.02% | 188.80%-171.8pp | 151.10%-134.1pp | 302.95%-285.9pp |
| Employer contribution / active EE | $13,991 | $5,707+145.1% | $5,011+179.2% | $4,762+193.8% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $1,145 | $17,078-93.3% | $13,986-91.8% | $11,250-89.8% |