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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 | $283,278 | $89,367+217.0% | $141,191+100.6% | $72,975+288.2% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 25.91% | 111.87%-86.0pp | 71.41%-45.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $14,147 | $3,115+354.2% | $4,736+198.7% | $2,440+479.8% |
| Participant deferral / active EE | $12,502 | $5,419+130.7% | $6,710+86.3% | $3,608+246.5% |
| Admin fee / account holder | $16,688 | $5,957+180.2% | $10,264+62.6% | $5,124+225.7% |