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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 | $564,564 | $154,228+266.1% | $145,433+288.2% | $137,256+311.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,995 | $4,804+24.8% | $4,554+31.6% | $4,156+44.2% |
| Participant deferral / active EE | $18,431 | $8,216+124.3% | $7,897+133.4% | $6,407+187.7% |
| Admin fee / account holder | $7,026 | $14,344-51.0% | $13,129-46.5% | $12,270-42.7% |