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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 | $549,467 | $137,414+299.9% | $189,520+189.9% | $85,856+540.0% |
| Participation rate | 91.9% | 84.6%+7.3pp | 87.8%+4.1pp | 69.3%+22.6pp |
| Annual return | 17.94% | 38.14%-20.2pp | 555.25%-537.3pp | 318.58%-300.6pp |
| Employer contribution / active EE | $20,383 | $4,344+369.2% | $6,161+230.8% | $2,565+694.6% |
| Participant deferral / active EE | $17,441 | $6,260+178.6% | $8,220+112.2% | $3,952+341.3% |
| Admin fee / account holder | $915 | $8,630-89.4% | $12,046-92.4% | $6,261-85.4% |