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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 | $279,487 | $95,383+193.0% | $185,837+50.4% | $85,856+225.5% |
| Participation rate | 93.6% | 68.8%+24.9pp | 81.7%+11.9pp | 69.3%+24.3pp |
| Annual return | 14.59% | 23.59%-9.0pp | 122.08%-107.5pp | 318.58%-304.0pp |
| Employer contribution / active EE | $8,107 | $3,313+144.7% | $5,168+56.9% | $2,565+216.0% |
| Participant deferral / active EE | $6,614 | $3,423+93.2% | $5,568+18.8% | $3,952+67.4% |
| Admin fee / account holder | $33,949 | $7,213+370.7% | $16,241+109.0% | $6,261+442.3% |