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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 | $492,751 | $86,298+471.0% | $111,308+342.7% | $85,847+474.0% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 22.01% | 19.99%+2.0pp | 54.67%-32.7pp | 318.61%-296.6pp |
| Employer contribution / active EE | $6,018 | $2,044+194.5% | $2,732+120.3% | $2,565+134.6% |
| Participant deferral / active EE | $10,686 | $3,641+193.5% | $4,487+138.1% | $3,952+170.4% |
| Admin fee / account holder | $58,928 | $8,189+619.6% | $7,965+639.8% | $6,261+841.2% |