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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 | $272,166 | $70,684+285.0% | $169,390+60.7% | $75,173+262.1% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.2%+19.4pp | 67.2%+29.3pp |
| Annual return | 16.73% | 36.38%-19.7pp | 406.07%-389.3pp | 160.72%-144.0pp |
| Employer contribution / active EE | $7,303 | $2,211+230.3% | $4,013+82.0% | $2,671+173.4% |
| Participant deferral / active EE | $14,562 | $4,310+237.9% | $6,222+134.0% | $4,126+252.9% |
| Admin fee / account holder | $791 | $5,404-85.4% | $9,015-91.2% | $5,651-86.0% |