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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 | $311,178 | $81,358+282.5% | $155,556+100.0% | $80,959+284.4% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 14.29% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $9,519 | $3,106+206.4% | $4,675+103.6% | $2,757+245.3% |
| Participant deferral / active EE | $7,540 | $3,455+118.2% | $5,631+33.9% | $4,300+75.3% |
| Admin fee / account holder | $74,670 | $7,994+834.1% | $15,885+370.1% | $6,925+978.2% |