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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 | $512,967 | $106,864+380.0% | $147,318+248.2% | $82,637+520.7% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 21.95% | 27.49%-5.5pp | 70.43%-48.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $4,592 | $3,417+34.4% | $4,5930% | $2,552+79.9% |
| Participant deferral / active EE | $16,275 | $6,496+150.6% | $7,906+105.8% | $4,126+294.4% |
| Admin fee / account holder | $28,431 | $8,415+237.9% | $13,708+107.4% | $7,339+287.4% |