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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 | $332,115 | $102,609+223.7% | $98,090+238.6% | $138,895+139.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.50% | 36.44%-21.9pp | 37.05%-22.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $4,887 | $3,867+26.4% | $3,606+35.5% | $4,194+16.5% |
| Participant deferral / active EE | $15,092 | $8,167+84.8% | $7,845+92.4% | $6,396+136.0% |
| Admin fee / account holder | $1,100 | $11,434-90.4% | $11,815-90.7% | $12,562-91.2% |