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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 | $323,274 | $61,125+428.9% | $94,057+243.7% | $87,485+269.5% |
| Participation rate | 97.0% | 64.1%+32.9pp | 73.3%+23.7pp | 68.9%+28.1pp |
| Annual return | 16.82% | 35.20%-18.4pp | 480.62%-463.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $12,698 | $2,136+494.4% | $2,933+332.9% | $2,596+389.1% |
| Participant deferral / active EE | $11,939 | $3,260+266.2% | $4,709+153.5% | $4,274+179.4% |
| Admin fee / account holder | $16,698 | $5,629+196.7% | $7,244+130.5% | $7,775+114.8% |