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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 | $355,288 | $100,970+251.9% | $96,576+267.9% | $137,256+158.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.40% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,916 | $3,809-49.7% | $3,553-46.1% | $4,156-53.9% |
| Participant deferral / active EE | $17,113 | $8,286+106.5% | $7,956+115.1% | $6,407+167.1% |
| Admin fee / account holder | $1,025 | $11,312-90.9% | $11,381-91.0% | $12,270-91.6% |