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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 | $321,449 | $85,171+277.4% | $172,752+86.1% | $72,975+340.5% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.30% | 27.32%-11.0pp | 802.97%-786.7pp | 81.01%-64.7pp |
| Employer contribution / active EE | $8,425 | $3,324+153.5% | $5,144+63.8% | $2,440+245.3% |
| Participant deferral / active EE | $5,352 | $3,260+64.2% | $5,198+3.0% | $3,608+48.3% |
| Admin fee / account holder | $8,779 | $5,880+49.3% | $13,955-37.1% | $5,124+71.3% |