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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 | $250,676 | $68,681+265.0% | $86,615+189.4% | $85,847+192.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 71.6%+24.9pp | 69.3%+27.2pp |
| Annual return | 23.22% | 20.12%+3.1pp | 63.51%-40.3pp | 318.61%-295.4pp |
| Employer contribution / active EE | $2,259 | $1,880+20.2% | $2,496-9.5% | $2,565-11.9% |
| Participant deferral / active EE | $10,565 | $2,919+261.9% | $3,699+185.6% | $3,952+167.3% |
| Admin fee / account holder | $13,885 | $5,974+132.4% | $5,830+138.2% | $6,261+121.8% |