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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 | $287,009 | $89,370+221.1% | $141,197+103.3% | $72,976+293.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.08% | 111.88%-91.8pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $6,517 | $3,115+109.2% | $4,736+37.6% | $2,440+167.1% |
| Participant deferral / active EE | $7,798 | $5,419+43.9% | $6,710+16.2% | $3,608+116.1% |
| Admin fee / account holder | $19,228 | $5,957+222.8% | $10,265+87.3% | $5,124+275.2% |