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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 | $305,858 | $85,766+256.6% | $136,298+124.4% | $70,126+336.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 15.68% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $11,333 | $2,966+282.1% | $4,696+141.4% | $2,343+383.8% |
| Participant deferral / active EE | $10,822 | $5,051+114.2% | $6,247+73.2% | $3,332+224.8% |
| Admin fee / account holder | $31,544 | $5,421+481.9% | $9,244+241.2% | $4,645+579.0% |