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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 | $432,791 | $199,109+117.4% | $173,730+149.1% | $154,746+179.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.14% | 20.02%-6.9pp | 19.96%-6.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $11,345 | $5,311+113.6% | $4,577+147.9% | $4,379+159.1% |
| Participant deferral / active EE | $13,670 | $7,113+92.2% | $6,326+116.1% | $6,730+103.1% |
| Admin fee / account holder | $54,486 | $20,916+160.5% | $17,523+210.9% | $14,365+279.3% |