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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 | $311,592 | $77,896+300.0% | $134,172+132.2% | $82,448+277.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 18.47% | 18.21%+0.3pp | 25.30%-6.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,627 | $2,159+160.6% | $3,420+64.5% | $2,551+120.6% |
| Participant deferral / active EE | $6,951 | $3,162+119.8% | $4,690+48.2% | $4,139+67.9% |
| Admin fee / account holder | $12,426 | $6,336+96.1% | $12,016+3.4% | $7,234+71.8% |