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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 | $288,749 | $64,462+347.9% | $81,482+254.4% | $80,911+256.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.24% | 16.35%-2.1pp | 24.79%-10.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $5,068 | $1,979+156.1% | $2,463+105.8% | $2,756+83.9% |
| Participant deferral / active EE | $9,136 | $3,094+195.3% | $3,885+135.2% | $4,297+112.6% |
| Admin fee / account holder | $11,128 | $5,678+96.0% | $5,761+93.2% | $6,935+60.5% |