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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 | $280,645 | $105,200+166.8% | $159,474+76.0% | $85,847+226.9% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 13.00% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $6,547 | $3,319+97.3% | $4,831+35.5% | $2,565+155.2% |
| Participant deferral / active EE | $10,802 | $5,946+81.7% | $7,353+46.9% | $3,952+173.3% |
| Admin fee / account holder | $6,723 | $6,934-3.1% | $10,802-37.8% | $6,261+7.4% |