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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 | $268,471 | $85,171+215.2% | $172,753+55.4% | $72,976+267.9% |
| Participation rate | 86.3% | 70.1%+16.3pp | 82.6%+3.7pp | 69.5%+16.8pp |
| Annual return | 23.60% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $15,441 | $3,324+364.5% | $5,144+200.2% | $2,440+532.8% |
| Participant deferral / active EE | $12,464 | $3,260+282.3% | $5,198+139.8% | $3,608+245.5% |
| Admin fee / account holder | $1,751 | $5,880-70.2% | $13,956-87.5% | $5,124-65.8% |