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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 | $472,580 | $156,398+202.2% | $147,318+220.8% | $138,895+240.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $12,261 | $4,853+152.6% | $4,593+167.0% | $4,194+192.3% |
| Participant deferral / active EE | $6,098 | $8,237-26.0% | $7,906-22.9% | $6,396-4.7% |
| Admin fee / account holder | $8,428 | $14,976-43.7% | $13,708-38.5% | $12,562-32.9% |