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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 | $362,744 | $162,529+123.2% | $130,788+177.4% | $154,746+134.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 13.31% | 510.48%-497.2pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $6,184 | $4,447+39.0% | $3,558+73.8% | $4,379+41.2% |
| Participant deferral / active EE | $17,586 | $4,808+265.7% | $4,137+325.1% | $6,730+161.3% |
| Admin fee / account holder | $115,054 | $7,669+1400.2% | $6,673+1624.2% | $14,365+700.9% |