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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 | $351,812 | $138,385+154.2% | $184,200+91.0% | $80,874+335.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.63% | 20.02%-5.4pp | 28.80%-14.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $14,414 | $4,849+197.2% | $6,424+124.4% | $2,756+423.1% |
| Participant deferral / active EE | $19,666 | $7,073+178.1% | $9,132+115.4% | $4,297+357.7% |
| Admin fee / account holder | $44,147 | $10,483+321.1% | $13,907+217.4% | $6,935+536.6% |