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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 | $627,248 | $117,846+432.3% | $102,434+512.3% | $145,884+330.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 31.90%-19.6pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,456 | $3,615-32.1% | $3,023-18.8% | $4,662-47.3% |
| Participant deferral / active EE | $8,533 | $5,733+48.8% | $5,055+68.8% | $6,690+27.6% |
| Admin fee / account holder | $2,565 | $13,356-80.8% | $9,462-72.9% | $13,392-80.8% |