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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 | $358,456 | $89,367+301.1% | $141,191+153.9% | $72,975+391.2% |
| Participation rate | 87.6% | 75.1%+12.5pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 25.77% | 111.87%-86.1pp | 71.41%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $14,142 | $3,115+354.0% | $4,736+198.6% | $2,440+479.6% |
| Participant deferral / active EE | $7,287 | $5,419+34.5% | $6,710+8.6% | $3,608+102.0% |
| Admin fee / account holder | $23,518 | $5,957+294.8% | $10,264+129.1% | $5,124+359.0% |