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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 | $275,338 | $143,969+91.2% | $199,883+37.7% | $82,637+233.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 13.36% | 25.67%-12.3pp | 43.81%-30.5pp | 53.51%-40.1pp |
| Employer contribution / active EE | $9,119 | $4,632+96.9% | $6,261+45.6% | $2,552+257.3% |
| Participant deferral / active EE | $9,984 | $6,937+43.9% | $9,138+9.3% | $4,126+142.0% |
| Admin fee / account holder | $10,276 | $14,597-29.6% | $17,268-40.5% | $7,339+40.0% |