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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 | $629,555 | $96,731+550.8% | $123,973+407.8% | $86,983+623.8% |
| Participation rate | 92.1% | 70.0%+22.1pp | 76.7%+15.4pp | 69.5%+22.6pp |
| Annual return | 17.22% | 17.33%-0.1pp | 388.13%-370.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $10,668 | $3,297+223.6% | $4,126+158.6% | $2,584+312.8% |
| Participant deferral / active EE | $18,299 | $4,152+340.7% | $5,247+248.8% | $4,194+336.3% |
| Admin fee / account holder | $68,309 | $8,722+683.2% | $11,799+478.9% | $7,856+769.5% |