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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 | $548,774 | $81,233+575.6% | $155,567+252.8% | $80,874+578.6% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.64% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $31,517 | $3,101+916.4% | $4,674+574.3% | $2,756+1043.7% |
| Participant deferral / active EE | $17,395 | $3,452+403.9% | $5,628+209.1% | $4,297+304.8% |
| Admin fee / account holder | $15,306 | $7,998+91.4% | $15,916-3.8% | $6,935+120.7% |