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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 | $515,304 | $102,385+403.3% | $147,080+250.4% | $80,935+536.7% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 17.27% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $17,528 | $3,717+371.6% | $4,933+255.3% | $2,757+535.8% |
| Participant deferral / active EE | $14,261 | $6,651+114.4% | $8,066+76.8% | $4,299+231.7% |
| Admin fee / account holder | $29,076 | $7,951+265.7% | $12,989+123.9% | $6,924+319.9% |