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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 | $388,558 | $102,595+278.7% | $94,057+313.1% | $154,746+151.1% |
| Participation rate | 95.7% | 76.0%+19.7pp | 73.3%+22.3pp | 80.7%+15.0pp |
| Annual return | 12.29% | 583.42%-571.1pp | 480.62%-468.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $13,145 | $3,147+317.6% | $2,933+348.1% | $4,379+200.2% |
| Participant deferral / active EE | $16,319 | $5,118+218.8% | $4,709+246.5% | $6,730+142.5% |
| Admin fee / account holder | $58,164 | $7,736+651.9% | $7,244+702.9% | $14,365+304.9% |