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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 | $597,133 | $185,312+222.2% | $161,489+269.8% | $154,746+285.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 14.91% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,201 | $4,769+9.1% | $4,268+21.9% | $4,379+18.8% |
| Participant deferral / active EE | $6,963 | $6,350+9.7% | $5,630+23.7% | $6,730+3.5% |
| Admin fee / account holder | $134,502 | $18,654+621.0% | $16,006+740.3% | $14,365+836.3% |