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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 | $641,949 | $155,555+312.7% | $146,866+337.1% | $155,188+313.7% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 17.67% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $18,098 | $4,647+289.5% | $4,425+309.0% | $4,248+326.0% |
| Participant deferral / active EE | $24,483 | $8,044+204.3% | $7,759+215.5% | $6,531+274.9% |
| Admin fee / account holder | $9,244 | $14,755-37.4% | $13,620-32.1% | $14,480-36.2% |