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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 | $354,428 | $213,785+65.8% | $185,441+91.1% | $155,188+128.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 32.81% | 19.97%+12.8pp | 20.16%+12.6pp | 148.84%-116.0pp |
| Employer contribution / active EE | $9,013 | $5,393+67.1% | $4,672+92.9% | $4,248+112.2% |
| Participant deferral / active EE | $15,500 | $6,864+125.8% | $6,152+152.0% | $6,531+137.3% |
| Admin fee / account holder | $3,086 | $21,134-85.4% | $17,890-82.8% | $14,480-78.7% |