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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 | $617,681 | $81,276+660.0% | $155,574+297.0% | $80,925+663.3% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 24.23% | 33.36%-9.1pp | 64.87%-40.6pp | 35.65%-11.4pp |
| Employer contribution / active EE | $38,404 | $3,103+1137.6% | $4,676+721.3% | $2,756+1293.3% |
| Participant deferral / active EE | $22,359 | $3,453+547.5% | $5,629+297.2% | $4,299+420.1% |
| Admin fee / account holder | $2,265 | $7,993-71.7% | $15,914-85.8% | $6,940-67.4% |