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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 | $857,084 | $82,678+936.6% | $125,391+583.5% | $68,490+1151.4% |
| Participation rate | 95.3% | 75.1%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | 7.37% | -5.97%+13.3pp | 572.41%-565.0pp | -7.85%+15.2pp |
| Employer contribution / active EE | $19,205 | $3,382+467.8% | $4,816+298.8% | $2,597+639.6% |
| Participant deferral / active EE | $12,361 | $6,111+102.3% | $7,448+66.0% | $4,028+206.9% |
| Admin fee / account holder | $2,513 | $6,277-60.0% | $10,009-74.9% | $5,403-53.5% |