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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 | $283,883 | $149,446+90.0% | $256,809+10.5% | $94,015+202.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 17.21% | 17.55%-0.3pp | 32.73%-15.5pp | 17.84%-0.6pp |
| Employer contribution / active EE | $12,906 | $4,596+180.8% | $7,263+77.7% | $2,790+362.6% |
| Participant deferral / active EE | $17,192 | $6,491+164.9% | $9,520+80.6% | $4,249+304.6% |
| Admin fee / account holder | $18,887 | $24,035-21.4% | $25,146-24.9% | $8,951+111.0% |