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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 | $526,289 | $172,111+205.8% | $150,298+250.2% | $137,256+283.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 23.98% | 69.37%-45.4pp | 62.79%-38.8pp | 220.34%-196.4pp |
| Employer contribution / active EE | $40,784 | $4,636+779.7% | $4,154+881.8% | $4,156+881.3% |
| Participant deferral / active EE | $24,202 | $6,166+292.5% | $5,453+343.9% | $6,407+277.8% |
| Admin fee / account holder | $68,250 | $16,471+314.4% | $14,116+383.5% | $12,270+456.2% |