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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 | $276,545 | $201,372+37.3% | $184,260+50.1% | $145,884+89.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.35% | 29.04%-1.7pp | 28.84%-1.5pp | 551.85%-524.5pp |
| Employer contribution / active EE | $9,035 | $7,024+28.6% | $6,427+40.6% | $4,662+93.8% |
| Participant deferral / active EE | $43,606 | $9,808+344.6% | $9,133+377.5% | $6,690+551.8% |
| Admin fee / account holder | $3,834 | $16,362-76.6% | $13,898-72.4% | $13,392-71.4% |