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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 | $485,899 | $98,776+391.9% | $149,745+224.5% | $79,856+508.5% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 20.87% | 27.38%-6.5pp | 276.72%-255.8pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,873 | $3,217-10.7% | $4,646-38.2% | $2,471+16.3% |
| Participant deferral / active EE | $11,174 | $5,681+96.7% | $6,843+63.3% | $3,741+198.7% |
| Admin fee / account holder | $13,616 | $6,053+125.0% | $9,312+46.2% | $5,306+156.6% |