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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 | $251,112 | $85,169+194.8% | $172,755+45.4% | $72,983+244.1% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 30.58% | 27.32%+3.3pp | 802.94%-772.4pp | 81.01%-50.4pp |
| Employer contribution / active EE | $13,638 | $3,324+310.3% | $5,144+165.1% | $2,440+458.9% |
| Participant deferral / active EE | $6,366 | $3,260+95.3% | $5,198+22.5% | $3,608+76.5% |
| Admin fee / account holder | $1,481 | $5,880-74.8% | $13,955-89.4% | $5,124-71.1% |