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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 | $293,725 | $82,028+258.1% | $123,105+138.6% | $59,633+392.6% |
| Participation rate | 96.0% | 83.2%+12.8pp | 86.8%+9.2pp | 68.7%+27.3pp |
| Annual return | 0.54% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $15,113 | $3,297+358.4% | $5,151+193.4% | $2,203+586.1% |
| Participant deferral / active EE | $17,251 | $4,667+269.7% | $6,229+176.9% | $3,192+440.5% |
| Admin fee / account holder | $26,964 | $5,879+358.7% | $9,014+199.1% | $4,297+527.5% |