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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 | $524,722 | $84,236+522.9% | $170,435+207.9% | $70,126+648.3% |
| Participation rate | 91.6% | 70.8%+20.7pp | 83.6%+8.0pp | 69.5%+22.0pp |
| Annual return | 14.23% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $27,495 | $3,387+711.7% | $5,432+406.1% | $2,343+1073.7% |
| Participant deferral / active EE | $8,423 | $3,086+173.0% | $4,939+70.5% | $3,332+152.8% |
| Admin fee / account holder | $24,568 | $5,698+331.2% | $13,881+77.0% | $4,645+428.9% |