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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 | $320,994 | $75,541+324.9% | $152,093+111.1% | $82,637+288.4% |
| Participation rate | 97.3% | 66.5%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 54.51% | 32.56%+22.0pp | 66.36%-11.9pp | 53.51%+1.0pp |
| Employer contribution / active EE | $8,269 | $2,622+215.3% | $4,175+98.1% | $2,552+224.0% |
| Participant deferral / active EE | $5,021 | $3,206+56.6% | $5,451-7.9% | $4,126+21.7% |
| Admin fee / account holder | $8,751 | $6,405+36.6% | $14,497-39.6% | $7,339+19.2% |