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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 | $425,259 | $111,535+281.3% | $105,223+304.1% | $137,256+209.8% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $17,526 | $3,939+344.9% | $3,689+375.2% | $4,156+321.7% |
| Participant deferral / active EE | $4,735 | $5,500-13.9% | $5,072-6.6% | $6,407-26.1% |
| Admin fee / account holder | $27,263 | $9,721+180.4% | $8,859+207.7% | $12,270+122.2% |