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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 | $780,311 | $81,276+860.1% | $155,574+401.6% | $80,925+864.2% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 13.36% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $31,588 | $3,103+918.0% | $4,676+575.6% | $2,756+1046.0% |
| Participant deferral / active EE | $24,681 | $3,453+614.8% | $5,629+338.4% | $4,299+474.2% |
| Admin fee / account holder | $1,869 | $7,993-76.6% | $15,914-88.3% | $6,940-73.1% |