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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 | $333,301 | $100,060+233.1% | $149,721+122.6% | $70,126+375.3% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+28.0pp |
| Annual return | 17.59% | 27.46%-9.9pp | 1501.67%-1484.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $18,040 | $3,661+392.8% | $5,444+231.4% | $2,343+670.1% |
| Participant deferral / active EE | $18,333 | $4,982+268.0% | $6,568+179.1% | $3,332+450.2% |
| Admin fee / account holder | $561 | $8,285-93.2% | $11,282-95.0% | $4,645-87.9% |