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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 | $587,109 | $77,908+653.6% | $149,696+292.2% | $75,173+681.0% |
| Participation rate | 95.6% | 65.6%+30.0pp | 78.8%+16.8pp | 67.2%+28.4pp |
| Annual return | 22.77% | 31.73%-9.0pp | 134.46%-111.7pp | 160.72%-138.0pp |
| Employer contribution / active EE | $22,712 | $3,138+623.8% | $4,821+371.1% | $2,671+750.4% |
| Participant deferral / active EE | $20,657 | $3,411+505.6% | $5,682+263.6% | $4,126+400.6% |
| Admin fee / account holder | $137,714 | $5,950+2214.7% | $13,212+942.3% | $5,651+2337.2% |