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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 | $266,540 | $58,391+356.5% | $76,667+247.7% | $72,976+265.2% |
| Participation rate | 93.3% | 67.4%+26.0pp | 72.1%+21.2pp | 69.5%+23.8pp |
| Annual return | 17.89% | 2306.65%-2288.8pp | 1166.74%-1148.8pp | 81.02%-63.1pp |
| Employer contribution / active EE | $2,382 | $1,787+33.3% | $2,303+3.4% | $2,440-2.4% |
| Participant deferral / active EE | $11,352 | $2,690+321.9% | $3,336+240.3% | $3,608+214.7% |
| Admin fee / account holder | $9,894 | $4,014+146.5% | $6,423+54.0% | $5,124+93.1% |