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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 | $551,028 | $201,259+173.8% | $184,200+199.1% | $145,959+277.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.30% | 28.98%-1.7pp | 28.80%-1.5pp | 561.95%-534.7pp |
| Employer contribution / active EE | $2,953 | $7,018-57.9% | $6,424-54.0% | $4,661-36.6% |
| Participant deferral / active EE | $12,907 | $9,806+31.6% | $9,132+41.3% | $6,689+93.0% |
| Admin fee / account holder | $8,031 | $16,372-50.9% | $13,907-42.2% | $13,398-40.1% |