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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 | $357,304 | $100,970+253.9% | $96,576+270.0% | $137,256+160.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.35% | 38.16%-20.8pp | 38.47%-21.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,578 | $3,809+98.9% | $3,553+113.3% | $4,156+82.3% |
| Participant deferral / active EE | $16,775 | $8,286+102.4% | $7,956+110.8% | $6,407+161.8% |
| Admin fee / account holder | $3,410 | $11,312-69.9% | $11,381-70.0% | $12,270-72.2% |