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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 | $312,761 | $77,920+301.4% | $149,723+108.9% | $75,177+316.0% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.50%-118.1pp | 160.75%-144.4pp |
| Employer contribution / active EE | $19,494 | $3,138+521.2% | $4,821+304.3% | $2,671+629.8% |
| Participant deferral / active EE | $12,775 | $3,411+274.5% | $5,682+124.8% | $4,126+209.6% |
| Admin fee / account holder | $48,357 | $5,951+712.7% | $13,215+265.9% | $5,651+755.7% |