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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 | $283,478 | $100,970+180.8% | $96,576+193.5% | $137,256+106.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.57% | 38.16%-22.6pp | 38.47%-22.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,793 | $3,809+52.1% | $3,553+63.0% | $4,156+39.4% |
| Participant deferral / active EE | $15,444 | $8,286+86.4% | $7,956+94.1% | $6,407+141.1% |
| Admin fee / account holder | $55,130 | $11,312+387.4% | $11,381+384.4% | $12,270+349.3% |