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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 | $266,425 | $81,276+227.8% | $155,574+71.3% | $80,925+229.2% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 17.14% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $11,412 | $3,103+267.8% | $4,676+144.1% | $2,756+314.0% |
| Participant deferral / active EE | $11,311 | $3,453+227.6% | $5,629+100.9% | $4,299+163.1% |
| Admin fee / account holder | $66,584 | $7,993+733.0% | $15,914+318.4% | $6,940+859.4% |