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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 | $625,950 | $142,354+339.7% | $125,529+398.7% | $155,188+303.3% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.7%+18.1pp | 80.8%+12.1pp |
| Annual return | 16.18% | 306.06%-289.9pp | 202.56%-186.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $23,239 | $3,501+563.7% | $3,058+660.1% | $4,248+447.1% |
| Participant deferral / active EE | $21,239 | $5,491+286.8% | $4,813+341.3% | $6,531+225.2% |
| Admin fee / account holder | $13,102 | $19,392-32.4% | $16,298-19.6% | $14,480-9.5% |