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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 | $270,355 | $282,059-4.1% | $213,469+26.6% | $154,746+74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.12% | 20.90%-9.8pp | 20.58%-9.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $18,196 | $6,189+194.0% | $4,994+264.4% | $4,379+315.5% |
| Participant deferral / active EE | $14,026 | $8,186+71.3% | $6,841+105.0% | $6,730+108.4% |
| Admin fee / account holder | $2,175 | $37,435-94.2% | $27,141-92.0% | $14,365-84.9% |