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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 | $339,650 | $166,131+104.4% | $164,975+105.9% | $145,877+132.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.65% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,903 | $5,276-63.9% | $4,343-56.2% | $4,663-59.2% |
| Participant deferral / active EE | $16,713 | $6,962+140.1% | $6,033+177.0% | $6,691+149.8% |
| Admin fee / account holder | $104,862 | $16,648+529.9% | $12,688+726.4% | $13,402+682.4% |