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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 | $638,338 | $123,793+415.6% | $177,848+258.9% | $79,856+699.4% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 26.60% | 22.82%+3.8pp | 48.33%-21.7pp | 31.71%-5.1pp |
| Employer contribution / active EE | $17,906 | $4,095+337.2% | $5,919+202.5% | $2,471+624.6% |
| Participant deferral / active EE | $14,008 | $5,956+135.2% | $7,714+81.6% | $3,741+274.5% |
| Admin fee / account holder | $5,751 | $7,243-20.6% | $12,431-53.7% | $5,306+8.4% |