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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 | $319,371 | $162,967+96.0% | $135,792+135.2% | $138,895+129.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 21.58% | 30.08%-8.5pp | 25.96%-4.4pp | 145.39%-123.8pp |
| Employer contribution / active EE | $14,935 | $4,211+254.7% | $3,496+327.3% | $4,194+256.1% |
| Participant deferral / active EE | $19,630 | $5,640+248.0% | $4,759+312.5% | $6,396+206.9% |
| Admin fee / account holder | $39,409 | $15,306+157.5% | $12,266+221.3% | $12,562+213.7% |