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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 | $427,717 | $100,970+323.6% | $96,576+342.9% | $137,256+211.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.03% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $14,693 | $3,809+285.7% | $3,553+313.5% | $4,156+253.5% |
| Participant deferral / active EE | $14,823 | $8,286+78.9% | $7,956+86.3% | $6,407+131.4% |
| Admin fee / account holder | $134,672 | $11,312+1090.5% | $11,381+1083.3% | $12,270+997.6% |