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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 | $563,620 | $116,462+384.0% | $477,111+18.1% | $116,462+384.0% |
| Participation rate | 95.7% | 74.7%+21.0pp | 88.9%+6.8pp | 74.7%+21.0pp |
| Annual return | 23.64% | 15.65%+8.0pp | 101.90%-78.3pp | 15.65%+8.0pp |
| Employer contribution / active EE | $18,599 | $3,231+475.6% | $8,708+113.6% | $3,231+475.6% |
| Participant deferral / active EE | $11,751 | $3,836+206.3% | $7,539+55.9% | $3,836+206.3% |
| Admin fee / account holder | $7,921 | $12,754-37.9% | $42,132-81.2% | $12,754-37.9% |