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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 | $682,240 | $213,785+219.1% | $185,441+267.9% | $155,188+339.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.33% | 19.97%-4.6pp | 20.16%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $6,621 | $5,393+22.8% | $4,672+41.7% | $4,248+55.9% |
| Participant deferral / active EE | $13,197 | $6,864+92.3% | $6,152+114.5% | $6,531+102.1% |
| Admin fee / account holder | $2,222 | $21,134-89.5% | $17,890-87.6% | $14,480-84.7% |