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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 | $398,929 | $73,988+439.2% | $96,538+313.2% | $75,177+430.7% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 17.92% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $7,995 | $2,930+172.8% | $3,740+113.8% | $2,671+199.3% |
| Participant deferral / active EE | $10,063 | $3,660+174.9% | $4,880+106.2% | $4,126+143.9% |
| Admin fee / account holder | $35,186 | $5,220+574.1% | $6,737+422.3% | $5,651+522.6% |