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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 | $559,933 | $70,366+695.7% | $66,674+739.8% | $138,895+303.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 14.93% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $17,906 | $2,765+547.6% | $2,620+583.4% | $4,194+326.9% |
| Participant deferral / active EE | $16,532 | $4,374+277.9% | $4,084+304.8% | $6,396+158.5% |
| Admin fee / account holder | $5,431 | $5,262+3.2% | $5,098+6.5% | $12,562-56.8% |