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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 | $447,542 | $125,797+255.8% | $170,043+163.2% | $75,173+495.3% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.0%+5.1pp | 67.2%+24.9pp |
| Annual return | 23.07% | 27.20%-4.1pp | 53.40%-30.3pp | 160.72%-137.6pp |
| Employer contribution / active EE | $17,098 | $4,616+270.4% | $6,790+151.8% | $2,671+540.2% |
| Participant deferral / active EE | $22,925 | $6,838+235.3% | $10,410+120.2% | $4,126+455.6% |
| Admin fee / account holder | $44,310 | $8,177+441.9% | $12,824+245.5% | $5,651+684.2% |