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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 | $317,140 | $77,638+308.5% | $156,551+102.6% | $62,881+404.3% |
| Participation rate | 83.7% | 71.2%+12.5pp | 84.0%-0.3pp | 69.3%+14.4pp |
| Annual return | 6.02% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $10,460 | $3,444+203.7% | $5,501+90.1% | $2,281+358.6% |
| Participant deferral / active EE | $6,494 | $3,046+113.2% | $4,871+33.3% | $3,203+102.7% |
| Admin fee / account holder | $40,361 | $5,561+625.7% | $13,028+209.8% | $4,296+839.6% |