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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 | $292,490 | $197,637+48.0% | $177,848+64.5% | $158,982+84.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.25% | 58.77%-51.5pp | 48.33%-41.1pp | 302.99%-295.7pp |
| Employer contribution / active EE | $2,765 | $6,698-58.7% | $5,919-53.3% | $4,763-41.9% |
| Participant deferral / active EE | $18,375 | $8,405+118.6% | $7,714+138.2% | $5,983+207.1% |
| Admin fee / account holder | $1,356 | $15,406-91.2% | $12,431-89.1% | $11,252-87.9% |