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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 | $404,579 | $77,920+419.2% | $149,723+170.2% | $75,177+438.2% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 21.81% | 31.72%-9.9pp | 134.50%-112.7pp | 160.75%-138.9pp |
| Employer contribution / active EE | $24,819 | $3,138+690.9% | $4,821+414.8% | $2,671+829.2% |
| Participant deferral / active EE | $14,288 | $3,411+318.8% | $5,682+151.4% | $4,126+246.2% |
| Admin fee / account holder | $8,414 | $5,951+41.4% | $13,215-36.3% | $5,651+48.9% |