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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 | $423,804 | $153,769+175.6% | $133,975+216.3% | $273,972+54.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.98% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $19,266 | $6,029+219.6% | $5,211+269.7% | $4,869+295.7% |
| Participant deferral / active EE | $14,352 | $6,958+106.3% | $6,282+128.5% | $5,287+171.4% |
| Admin fee / account holder | $28,134 | $11,765+139.1% | $9,324+201.7% | $10,133+177.7% |