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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 | $71,230+327.9% | $93,727+225.2% | $80,959+276.5% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 17.89% | 11.26%+6.6pp | 133.83%-115.9pp | 35.67%-17.8pp |
| Employer contribution / active EE | $10,142 | $1,565+548.0% | $2,421+318.9% | $2,757+267.9% |
| Participant deferral / active EE | $5,041 | $4,037+24.8% | $4,417+14.1% | $4,300+17.2% |
| Admin fee / account holder | $10,407 | $6,961+49.5% | $8,292+25.5% | $6,925+50.3% |