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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 | $304,805 | $71,197+328.1% | $93,669+225.4% | $80,925+276.7% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 17.89% | 11.27%+6.6pp | 133.59%-115.7pp | 35.65%-17.8pp |
| Employer contribution / active EE | $10,142 | $1,565+548.2% | $2,424+318.5% | $2,756+268.0% |
| Participant deferral / active EE | $5,041 | $4,036+24.9% | $4,416+14.2% | $4,299+17.3% |
| Admin fee / account holder | $10,407 | $6,959+49.5% | $8,291+25.5% | $6,940+49.9% |