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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 | $453,703 | $81,233+458.5% | $155,567+191.6% | $80,874+461.0% |
| Participation rate | 78.9% | 66.2%+12.7pp | 78.2%+0.8pp | 67.6%+11.3pp |
| Annual return | 15.75% | 33.33%-17.6pp | 64.74%-49.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $13,649 | $3,101+340.2% | $4,674+192.0% | $2,756+395.3% |
| Participant deferral / active EE | $10,354 | $3,452+199.9% | $5,628+84.0% | $4,297+141.0% |
| Admin fee / account holder | $11,000 | $7,998+37.5% | $15,916-30.9% | $6,935+58.6% |