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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 | $320,340 | $212,386+50.8% | $199,883+60.3% | $138,895+130.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.97% | 47.75%-20.8pp | 43.81%-16.8pp | 145.39%-118.4pp |
| Employer contribution / active EE | $25,001 | $6,625+277.4% | $6,261+299.3% | $4,194+496.1% |
| Participant deferral / active EE | $13,625 | $9,617+41.7% | $9,138+49.1% | $6,396+113.0% |
| Admin fee / account holder | $513 | $18,233-97.2% | $17,268-97.0% | $12,562-95.9% |