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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 | $273,707 | $63,346+332.1% | $92,240+196.7% | $70,126+290.3% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 17.83% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $14,912 | $2,471+503.4% | $3,680+305.2% | $2,343+536.6% |
| Participant deferral / active EE | $9,304 | $2,854+226.0% | $3,897+138.7% | $3,332+179.2% |
| Admin fee / account holder | $7,000 | $3,841+82.3% | $5,194+34.8% | $4,645+50.7% |