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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 | $282,081 | $77,523+263.9% | $100,383+181.0% | $80,874+248.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.74% | 37.21%-21.5pp | 49.26%-33.5pp | 35.62%-19.9pp |
| Employer contribution / active EE | $18,703 | $2,801+567.6% | $3,944+374.2% | $2,756+578.7% |
| Participant deferral / active EE | $19,872 | $6,822+191.3% | $8,086+145.8% | $4,297+362.5% |
| Admin fee / account holder | $49,312 | $5,899+736.0% | $7,900+524.2% | $6,935+611.0% |