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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 | $482,845 | $93,598+415.9% | $135,974+255.1% | $75,173+542.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 20.99% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $3,499 | $3,538-1.1% | $4,859-28.0% | $2,671+31.0% |
| Participant deferral / active EE | $9,253 | $6,405+44.5% | $7,760+19.2% | $4,126+124.2% |
| Admin fee / account holder | $17,510 | $6,978+150.9% | $10,767+62.6% | $5,651+209.9% |