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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 | $273,322 | $85,766+218.7% | $136,298+100.5% | $70,126+289.8% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 14.35% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,580 | $2,966+155.6% | $4,696+61.4% | $2,343+223.6% |
| Participant deferral / active EE | $11,245 | $5,051+122.6% | $6,247+80.0% | $3,332+237.5% |
| Admin fee / account holder | $24,056 | $5,421+343.8% | $9,244+160.2% | $4,645+417.8% |