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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 | $508,909 | $93,598+443.7% | $135,974+274.3% | $75,173+577.0% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 18.03% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $21,754 | $3,538+514.9% | $4,859+347.7% | $2,671+714.5% |
| Participant deferral / active EE | $9,093 | $6,405+42.0% | $7,760+17.2% | $4,126+120.4% |
| Admin fee / account holder | $24,534 | $6,978+251.6% | $10,767+127.9% | $5,651+334.2% |