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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 | $586,496 | $91,198+543.1% | $178,503+228.6% | $79,856+634.4% |
| Participation rate | 97.2% | 69.2%+28.0pp | 81.9%+15.3pp | 69.6%+27.6pp |
| Annual return | 13.75% | 24.20%-10.4pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $22,994 | $3,257+606.1% | $5,011+358.9% | $2,471+830.5% |
| Participant deferral / active EE | $17,097 | $3,237+428.2% | $5,202+228.6% | $3,741+357.1% |
| Admin fee / account holder | $6,360 | $6,748-5.8% | $13,987-54.5% | $5,306+19.9% |