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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 | $303,508 | $110,303+175.2% | $95,759+216.9% | $139,487+117.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.62% | 27.19%+2.4pp | 28.42%+1.2pp | 373.84%-344.2pp |
| Employer contribution / active EE | $12,538 | $3,261+284.5% | $2,836+342.1% | $4,755+163.7% |
| Participant deferral / active EE | $29,843 | $4,674+538.4% | $4,244+603.3% | $6,713+344.6% |
| Admin fee / account holder | $8,970 | $6,615+35.6% | $5,678+58.0% | $11,407-21.4% |