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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 | $396,667 | $176,794+124.4% | $146,647+170.5% | $167,553+136.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.95% | 24.04%+1.9pp | 22.75%+3.2pp | 478.89%-452.9pp |
| Employer contribution / active EE | $9,382 | $5,161+81.8% | $4,137+126.8% | $4,840+93.8% |
| Participant deferral / active EE | $9,739 | $6,440+51.2% | $5,506+76.9% | $6,343+53.5% |
| Admin fee / account holder | $16,279 | $13,262+22.8% | $10,281+58.4% | $12,316+32.2% |