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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 | $432,043 | $57,590+650.2% | $86,233+401.0% | $82,448+424.0% |
| Participation rate | 90.0% | 57.9%+32.1pp | 69.0%+21.0pp | 68.1%+21.9pp |
| Annual return | 17.91% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,402 | $1,655+347.2% | $2,504+195.6% | $2,551+190.2% |
| Participant deferral / active EE | $18,459 | $3,080+499.4% | $4,559+304.9% | $4,139+346.0% |
| Admin fee / account holder | $15,174 | $4,730+220.8% | $8,342+81.9% | $7,234+109.8% |