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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 | $392,021 | $84,236+365.4% | $170,435+130.0% | $70,126+459.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 37.09% | 23.06%+14.0pp | 205.94%-168.8pp | 73.15%-36.1pp |
| Employer contribution / active EE | $8,901 | $3,387+162.8% | $5,432+63.8% | $2,343+280.0% |
| Participant deferral / active EE | $6,941 | $3,086+124.9% | $4,939+40.5% | $3,332+108.3% |
| Admin fee / account holder | $7,437 | $5,698+30.5% | $13,881-46.4% | $4,645+60.1% |