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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 | $928,977 | $165,399+461.7% | $149,745+520.4% | $158,982+484.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 25.11% | 348.34%-323.2pp | 276.72%-251.6pp | 302.99%-277.9pp |
| Employer contribution / active EE | $3,074 | $5,105-39.8% | $4,646-33.8% | $4,763-35.4% |
| Participant deferral / active EE | $16,591 | $7,183+131.0% | $6,843+142.5% | $5,983+177.3% |
| Admin fee / account holder | $1,180 | $10,811-89.1% | $9,312-87.3% | $11,252-89.5% |