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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 | $421,304 | $126,519+233.0% | $106,201+296.7% | $145,959+188.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 17.30% | 225.10%-207.8pp | 116.26%-99.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $37,187 | $3,726+898.1% | $3,170+1073.2% | $4,661+697.9% |
| Participant deferral / active EE | $21,400 | $5,716+274.4% | $5,012+327.0% | $6,689+220.0% |
| Admin fee / account holder | $2,103 | $17,312-87.9% | $11,039-81.0% | $13,398-84.3% |