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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 | $267,146 | $106,749+150.3% | $145,433+83.7% | $82,448+224.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.78% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,753 | $3,444+38.0% | $4,554+4.4% | $2,551+86.3% |
| Participant deferral / active EE | $21,002 | $6,519+222.2% | $7,897+165.9% | $4,139+407.4% |
| Admin fee / account holder | $22,028 | $8,390+162.6% | $13,129+67.8% | $7,234+204.5% |