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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 | $448,399 | $95,383+370.1% | $185,837+141.3% | $85,856+422.3% |
| Participation rate | 91.9% | 68.8%+23.2pp | 81.7%+10.2pp | 69.3%+22.6pp |
| Annual return | 29.10% | 23.59%+5.5pp | 122.08%-93.0pp | 318.58%-289.5pp |
| Employer contribution / active EE | $18,192 | $3,313+449.1% | $5,168+252.0% | $2,565+609.2% |
| Participant deferral / active EE | $10,044 | $3,423+193.4% | $5,568+80.4% | $3,952+154.1% |
| Admin fee / account holder | $38,046 | $7,213+427.5% | $16,241+134.3% | $6,261+507.7% |