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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 | $661,977 | $91,179+626.0% | $178,499+270.9% | $79,852+729.0% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 10.14% | 24.19%-14.1pp | 151.10%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $26,162 | $3,256+703.6% | $5,011+422.1% | $2,471+958.7% |
| Participant deferral / active EE | $14,552 | $3,236+349.7% | $5,202+179.7% | $3,740+289.0% |
| Admin fee / account holder | $192,326 | $6,749+2749.9% | $13,986+1275.1% | $5,306+3524.5% |