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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 | $619,869 | $77,638+698.4% | $156,551+296.0% | $62,881+885.8% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $26,282 | $3,444+663.1% | $5,501+377.7% | $2,281+1052.2% |
| Participant deferral / active EE | $17,936 | $3,046+488.9% | $4,871+268.2% | $3,203+460.0% |
| Admin fee / account holder | $71,399 | $5,561+1183.8% | $13,028+448.0% | $4,296+1562.1% |