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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 | $283,473 | $201,264+40.8% | $184,185+53.9% | $145,978+94.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 29.00%-13.3pp | 28.81%-13.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $15,770 | $7,021+124.6% | $6,426+145.4% | $4,662+238.3% |
| Participant deferral / active EE | $20,022 | $9,806+104.2% | $9,132+119.3% | $6,690+199.3% |
| Admin fee / account holder | $133,562 | $16,376+715.6% | $13,909+860.3% | $13,400+896.7% |