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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 | $267,496 | $85,171+214.1% | $172,753+54.8% | $72,976+266.6% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 24.91% | 27.32%-2.4pp | 803.00%-778.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $8,927 | $3,324+168.5% | $5,144+73.5% | $2,440+265.8% |
| Participant deferral / active EE | $8,789 | $3,260+169.6% | $5,198+69.1% | $3,608+143.6% |
| Admin fee / account holder | $3,173 | $5,880-46.0% | $13,956-77.3% | $5,124-38.1% |