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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 | $492,899 | $55,453+788.9% | $170,435+189.2% | $62,293+691.3% |
| Participation rate | 87.4% | 66.4%+21.0pp | 83.6%+3.8pp | 69.5%+17.9pp |
| Annual return | 15.32% | 21.38%-6.1pp | 205.94%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $17,404 | $2,164+704.4% | $5,432+220.4% | $2,042+752.2% |
| Participant deferral / active EE | $11,482 | $2,303+398.6% | $4,939+132.5% | $3,169+262.3% |
| Admin fee / account holder | $23,306 | $455+5021.7% | $13,881+67.9% | $479+4762.2% |