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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 | $359,894 | $91,198+294.6% | $178,503+101.6% | $79,856+350.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.61% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $11,669 | $3,257+258.3% | $5,011+132.9% | $2,471+372.2% |
| Participant deferral / active EE | $7,129 | $3,237+120.3% | $5,202+37.0% | $3,741+90.6% |
| Admin fee / account holder | $30,725 | $6,748+355.3% | $13,987+119.7% | $5,306+479.0% |