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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 | $770,377 | $107,733+615.1% | $92,985+728.5% | $154,746+397.8% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 15.21% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $17,877 | $3,126+471.8% | $2,662+571.5% | $4,379+308.2% |
| Participant deferral / active EE | $23,620 | $5,053+367.5% | $4,377+439.7% | $6,730+251.0% |
| Admin fee / account holder | $22,599 | $11,369+98.8% | $9,463+138.8% | $14,365+57.3% |