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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 | $352,899 | $89,370+294.9% | $141,197+149.9% | $72,976+383.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 20.85% | 111.88%-91.0pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $11,425 | $3,115+266.8% | $4,736+141.2% | $2,440+368.2% |
| Participant deferral / active EE | $11,619 | $5,419+114.4% | $6,710+73.1% | $3,608+222.0% |
| Admin fee / account holder | $5,836 | $5,957-2.0% | $10,265-43.1% | $5,124+13.9% |