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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 | $375,365 | $93,617+301.0% | $135,982+176.0% | $75,177+399.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.25% | 30.89%-13.6pp | 68.32%-51.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $20,796 | $3,538+487.7% | $4,859+328.0% | $2,671+678.6% |
| Participant deferral / active EE | $6,125 | $6,406-4.4% | $7,760-21.1% | $4,126+48.4% |
| Admin fee / account holder | $28,351 | $6,980+306.2% | $10,767+163.3% | $5,651+401.7% |