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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 | $270,991 | $156,398+73.3% | $147,318+83.9% | $138,895+95.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,670 | $4,853-45.0% | $4,593-41.9% | $4,194-36.3% |
| Participant deferral / active EE | $9,215 | $8,237+11.9% | $7,906+16.5% | $6,396+44.1% |
| Admin fee / account holder | $708 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |