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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 | $684,122 | $81,358+740.9% | $155,556+339.8% | $80,959+745.0% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 21.15% | 33.39%-12.2pp | 64.84%-43.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $18,448 | $3,106+493.9% | $4,675+294.6% | $2,757+569.1% |
| Participant deferral / active EE | $20,217 | $3,455+485.1% | $5,631+259.0% | $4,300+370.1% |
| Admin fee / account holder | $98,543 | $7,994+1132.8% | $15,885+520.4% | $6,925+1322.9% |