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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 | $335,492 | $201,259+66.7% | $184,200+82.1% | $145,959+129.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.61% | 28.98%-15.4pp | 28.80%-15.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $15,570 | $7,018+121.8% | $6,424+142.4% | $4,661+234.1% |
| Participant deferral / active EE | $10,496 | $9,806+7.0% | $9,132+14.9% | $6,689+56.9% |
| Admin fee / account holder | $951 | $16,372-94.2% | $13,907-93.2% | $13,398-92.9% |