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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 | $301,189 | $89,367+237.0% | $141,191+113.3% | $72,975+312.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.66% | 111.87%-91.2pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $8,469 | $3,115+171.9% | $4,736+78.8% | $2,440+247.1% |
| Participant deferral / active EE | $11,188 | $5,419+106.5% | $6,710+66.7% | $3,608+210.1% |
| Admin fee / account holder | $7,933 | $5,957+33.2% | $10,264-22.7% | $5,124+54.8% |