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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 | $448,362 | $53,127+743.9% | $86,597+417.8% | $70,131+539.3% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.2pp | 69.5%+20.2pp |
| Annual return | 29.63% | 27.66%+2.0pp | 964.96%-935.3pp | 73.14%-43.5pp |
| Employer contribution / active EE | $16,308 | $2,068+688.5% | $2,840+474.3% | $2,342+596.2% |
| Participant deferral / active EE | $22,001 | $2,696+716.1% | $3,609+509.7% | $3,332+560.3% |
| Admin fee / account holder | $33,795 | $3,585+842.6% | $4,906+588.9% | $4,645+627.5% |