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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 | $346,968 | $136,860+153.5% | $120,344+188.3% | $154,746+124.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.03% | 21.38%-6.4pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,724 | $3,533-22.9% | $3,020-9.8% | $4,379-37.8% |
| Participant deferral / active EE | $10,794 | $5,793+86.3% | $5,135+110.2% | $6,730+60.4% |
| Admin fee / account holder | $18,680 | $15,393+21.4% | $12,742+46.6% | $14,365+30.0% |