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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 | $556,590 | $107,733+416.6% | $92,985+498.6% | $154,746+259.7% |
| Participation rate | 90.0% | 74.6%+15.4pp | 69.5%+20.5pp | 80.7%+9.3pp |
| Annual return | 17.20% | 30.39%-13.2pp | 27.99%-10.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $23,922 | $3,126+665.1% | $2,662+798.6% | $4,379+446.3% |
| Participant deferral / active EE | $16,585 | $5,053+228.2% | $4,377+278.9% | $6,730+146.4% |
| Admin fee / account holder | $4,902 | $11,369-56.9% | $9,463-48.2% | $14,365-65.9% |