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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 | $620,386 | $184,014+237.1% | $161,149+285.0% | $138,895+346.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.33% | 21.52%-9.2pp | 21.16%-8.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $5,193 | $5,055+2.7% | $4,360+19.1% | $4,194+23.8% |
| Participant deferral / active EE | $18,942 | $6,909+174.2% | $6,153+207.8% | $6,396+196.2% |
| Admin fee / account holder | $5,151 | $18,027-71.4% | $15,194-66.1% | $12,562-59.0% |