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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 | $563,871 | $63,365+789.9% | $91,994+512.9% | $72,976+672.7% |
| Participation rate | 78.9% | 72.5%+6.4pp | 78.6%+0.3pp | 69.5%+9.5pp |
| Annual return | 23.92% | 35.35%-11.4pp | 69.04%-45.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $6,735 | $2,116+218.3% | $3,453+95.1% | $2,440+176.0% |
| Participant deferral / active EE | $13,592 | $4,883+178.3% | $5,924+129.4% | $3,608+276.7% |
| Admin fee / account holder | $27,230 | $4,670+483.1% | $7,744+251.6% | $5,124+431.4% |