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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 | $278,156 | $108,825+155.6% | $156,181+78.1% | $82,448+237.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.05% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $7,454 | $2,870+159.7% | $4,294+73.6% | $2,551+192.2% |
| Participant deferral / active EE | $8,640 | $4,577+88.8% | $6,132+40.9% | $4,139+108.7% |
| Admin fee / account holder | $7,936 | $9,341-15.0% | $14,586-45.6% | $7,234+9.7% |