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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 | $420,754 | $95,383+341.1% | $185,837+126.4% | $85,856+390.1% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.08%-105.3pp | 318.58%-301.8pp |
| Employer contribution / active EE | $8,019 | $3,313+142.0% | $5,168+55.2% | $2,565+212.6% |
| Participant deferral / active EE | $6,789 | $3,423+98.3% | $5,568+21.9% | $3,952+71.8% |
| Admin fee / account holder | $14,941 | $7,213+107.1% | $16,241-8.0% | $6,261+138.7% |