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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 | $323,379 | $106,749+202.9% | $145,433+122.4% | $82,448+292.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.45% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,893 | $3,444+71.1% | $4,554+29.4% | $2,551+131.0% |
| Participant deferral / active EE | $11,199 | $6,519+71.8% | $7,897+41.8% | $4,139+170.6% |
| Admin fee / account holder | $17,887 | $8,390+113.2% | $13,129+36.2% | $7,234+147.2% |