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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 | $414,263 | $100,041+314.1% | $149,718+176.7% | $70,131+490.7% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 19.75% | 27.43%-7.7pp | 1501.67%-1481.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $12,811 | $3,662+249.9% | $5,445+135.3% | $2,342+446.9% |
| Participant deferral / active EE | $10,004 | $4,983+100.8% | $6,569+52.3% | $3,332+200.3% |
| Admin fee / account holder | $8,712 | $8,286+5.1% | $11,283-22.8% | $4,645+87.5% |