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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 | $827,798 | $95,406+767.7% | $185,849+345.4% | $85,847+864.3% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 22.24% | 23.59%-1.3pp | 122.10%-99.9pp | 318.61%-296.4pp |
| Employer contribution / active EE | $32,358 | $3,314+876.5% | $5,169+526.1% | $2,565+1161.4% |
| Participant deferral / active EE | $19,970 | $3,424+483.3% | $5,569+258.6% | $3,952+405.3% |
| Admin fee / account holder | $73,397 | $7,214+917.4% | $16,244+351.9% | $6,261+1072.4% |