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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 | $252,846 | $201,344+25.6% | $184,243+37.2% | $145,877+73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.30% | 29.01%-8.7pp | 28.82%-8.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $16,563 | $7,022+135.9% | $6,427+157.7% | $4,663+255.2% |
| Participant deferral / active EE | $13,791 | $9,807+40.6% | $9,132+51.0% | $6,691+106.1% |
| Admin fee / account holder | $4,412 | $16,382-73.1% | $13,914-68.3% | $13,402-67.1% |