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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 | $478,958 | $138,385+246.1% | $184,243+160.0% | $80,925+491.9% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.7%+24.8pp |
| Annual return | 11.87% | 20.02%-8.1pp | 28.82%-16.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $18,851 | $4,851+288.6% | $6,427+193.3% | $2,756+583.9% |
| Participant deferral / active EE | $16,561 | $7,075+134.1% | $9,132+81.3% | $4,299+285.3% |
| Admin fee / account holder | $50,010 | $10,489+376.8% | $13,914+259.4% | $6,940+620.6% |