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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 | $286,199 | $77,908+267.4% | $149,696+91.2% | $75,173+280.7% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 14.23% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $13,169 | $3,138+319.7% | $4,821+173.2% | $2,671+393.0% |
| Participant deferral / active EE | $10,818 | $3,411+217.1% | $5,682+90.4% | $4,126+162.2% |
| Admin fee / account holder | $85,241 | $5,950+1332.7% | $13,212+545.2% | $5,651+1408.5% |