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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 | $709,910 | $59,804+1087.1% | $81,982+765.9% | $79,856+789.0% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.3%+25.9pp | 69.6%+25.5pp |
| Annual return | 24.47% | 17.56%+6.9pp | 41.31%-16.8pp | 31.71%-7.2pp |
| Employer contribution / active EE | $14,635 | $1,713+754.1% | $2,498+485.8% | $2,471+492.2% |
| Participant deferral / active EE | $14,555 | $2,695+440.0% | $3,722+291.0% | $3,741+289.1% |
| Admin fee / account holder | $31,563 | $4,288+636.1% | $5,665+457.2% | $5,306+494.8% |