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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 | $589,309 | $95,415+517.6% | $185,851+217.1% | $85,851+586.4% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.11%-108.0pp | 318.63%-304.5pp |
| Employer contribution / active EE | $22,639 | $3,314+583.1% | $5,168+338.0% | $2,565+782.4% |
| Participant deferral / active EE | $16,207 | $3,424+373.4% | $5,569+191.0% | $3,952+310.0% |
| Admin fee / account holder | $37,852 | $7,215+424.6% | $16,245+133.0% | $6,261+504.6% |