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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 | $579,603 | $89,364+548.6% | $141,177+310.6% | $72,983+694.2% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 26.34% | 111.86%-85.5pp | 71.40%-45.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $15,918 | $3,115+411.1% | $4,736+236.1% | $2,440+552.4% |
| Participant deferral / active EE | $16,728 | $5,419+208.7% | $6,710+149.3% | $3,608+363.7% |
| Admin fee / account holder | $6,307 | $5,959+5.8% | $10,263-38.5% | $5,124+23.1% |