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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 | $278,528 | $100,970+175.9% | $96,576+188.4% | $137,256+102.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.62% | 38.16%-22.5pp | 38.47%-22.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $14,787 | $3,809+288.2% | $3,553+316.2% | $4,156+255.8% |
| Participant deferral / active EE | $27,117 | $8,286+227.2% | $7,956+240.8% | $6,407+323.2% |
| Admin fee / account holder | $33,121 | $11,312+192.8% | $11,381+191.0% | $12,270+169.9% |