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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 | $286,114 | $99,994+186.1% | $146,647+95.1% | $85,851+233.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.33% | 18.93%-1.6pp | 22.75%-5.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $5,034 | $2,559+96.7% | $4,137+21.7% | $2,565+96.2% |
| Participant deferral / active EE | $5,296 | $4,006+32.2% | $5,506-3.8% | $3,952+34.0% |
| Admin fee / account holder | $12,130 | $7,703+57.5% | $10,281+18.0% | $6,261+93.7% |