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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 | $437,641 | $85,766+410.3% | $136,298+221.1% | $70,126+524.1% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 18.07% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,360 | $2,966+114.4% | $4,696+35.4% | $2,343+171.5% |
| Participant deferral / active EE | $5,194 | $5,051+2.8% | $6,247-16.9% | $3,332+55.9% |
| Admin fee / account holder | $29,006 | $5,421+435.1% | $9,244+213.8% | $4,645+524.4% |