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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 | $349,057 | $102,382+240.9% | $147,005+137.4% | $80,874+331.6% |
| Participation rate | 88.7% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 17.07% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $11,912 | $3,715+220.7% | $4,934+141.4% | $2,756+332.3% |
| Participant deferral / active EE | $21,776 | $6,646+227.6% | $8,070+169.9% | $4,297+406.8% |
| Admin fee / account holder | $21,134 | $7,942+166.1% | $13,006+62.5% | $6,935+204.7% |