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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 | $501,143 | $77,638+545.5% | $156,551+220.1% | $62,881+697.0% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.94% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $29,906 | $3,444+768.4% | $5,501+443.6% | $2,281+1211.2% |
| Participant deferral / active EE | $15,816 | $3,046+419.3% | $4,871+224.7% | $3,203+393.8% |
| Admin fee / account holder | $10,806 | $5,561+94.3% | $13,028-17.1% | $4,296+151.5% |