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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 | $503,491 | $91,198+452.1% | $178,503+182.1% | $79,856+530.5% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 12.31% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $19,699 | $3,257+504.9% | $5,011+293.1% | $2,471+697.1% |
| Participant deferral / active EE | $17,336 | $3,237+435.6% | $5,202+233.2% | $3,741+363.4% |
| Admin fee / account holder | $65,479 | $6,748+870.3% | $13,987+368.1% | $5,306+1134.0% |