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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 | $431,221 | $95,383+352.1% | $185,837+132.0% | $85,856+402.3% |
| Participation rate | 76.5% | 68.8%+7.7pp | 81.7%-5.2pp | 69.3%+7.2pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.08%-108.0pp | 318.58%-304.5pp |
| Employer contribution / active EE | $13,324 | $3,313+302.2% | $5,168+157.8% | $2,565+419.4% |
| Participant deferral / active EE | $13,619 | $3,423+297.8% | $5,568+144.6% | $3,952+244.6% |
| Admin fee / account holder | $6,998 | $7,213-3.0% | $16,241-56.9% | $6,261+11.8% |