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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 | $262,502 | $104,479+151.2% | $159,474+64.6% | $79,391+230.6% |
| Participation rate | 93.5% | 76.6%+16.9pp | 82.8%+10.6pp | 70.7%+22.8pp |
| Annual return | 111.09% | 67.98%+43.1pp | 263.68%-152.6pp | 116.88%-5.8pp |
| Employer contribution / active EE | $1,187 | $3,417-65.3% | $4,831-75.4% | $2,428-51.1% |
| Participant deferral / active EE | $9,201 | $6,468+42.3% | $7,353+25.1% | $4,046+127.4% |
| Admin fee / account holder | $23,257 | $711+3169.6% | $10,802+115.3% | $627+3612.2% |