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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 | $739,507 | $81,233+810.3% | $155,567+375.4% | $80,874+814.4% |
| Participation rate | 91.8% | 66.2%+25.6pp | 78.2%+13.6pp | 67.6%+24.2pp |
| Annual return | 17.57% | 33.33%-15.8pp | 64.74%-47.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $23,683 | $3,101+663.8% | $4,674+406.7% | $2,756+759.4% |
| Participant deferral / active EE | $21,023 | $3,452+509.0% | $5,628+273.6% | $4,297+389.3% |
| Admin fee / account holder | $6,716 | $7,998-16.0% | $15,916-57.8% | $6,935-3.2% |