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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 | $689,088 | $199,109+246.1% | $173,730+296.6% | $154,746+345.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 15.39% | 20.02%-4.6pp | 19.96%-4.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $15,132 | $5,311+184.9% | $4,577+230.6% | $4,379+245.5% |
| Participant deferral / active EE | $21,817 | $7,113+206.7% | $6,326+244.9% | $6,730+224.2% |
| Admin fee / account holder | $3,169 | $20,916-84.8% | $17,523-81.9% | $14,365-77.9% |