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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 | $385,789 | $77,920+395.1% | $149,723+157.7% | $75,177+413.2% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 19.42% | 31.72%-12.3pp | 134.50%-115.1pp | 160.75%-141.3pp |
| Employer contribution / active EE | $19,765 | $3,138+529.8% | $4,821+310.0% | $2,671+640.0% |
| Participant deferral / active EE | $16,209 | $3,411+375.1% | $5,682+185.2% | $4,126+292.8% |
| Admin fee / account holder | $45,453 | $5,951+663.8% | $13,215+243.9% | $5,651+704.3% |