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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 | $309,110 | $201,344+53.5% | $184,243+67.8% | $145,877+111.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.74% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $12,138 | $7,022+72.8% | $6,427+88.9% | $4,663+160.3% |
| Participant deferral / active EE | $17,998 | $9,807+83.5% | $9,132+97.1% | $6,691+169.0% |
| Admin fee / account holder | $80,965 | $16,382+394.2% | $13,914+481.9% | $13,402+504.1% |