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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 | $317,101 | $106,749+197.1% | $145,433+118.0% | $82,448+284.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.01% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $9,595 | $3,444+178.6% | $4,554+110.7% | $2,551+276.1% |
| Participant deferral / active EE | $15,803 | $6,519+142.4% | $7,897+100.1% | $4,139+281.8% |
| Admin fee / account holder | $40,563 | $8,390+383.5% | $13,129+209.0% | $7,234+460.7% |