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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 | $291,755 | $86,050+239.1% | $189,758+53.8% | $94,015+210.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 17.02% | 17.77%-0.8pp | 52.62%-35.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $11,111 | $2,819+294.1% | $4,767+133.1% | $2,790+298.2% |
| Participant deferral / active EE | $8,344 | $3,349+149.2% | $5,856+42.5% | $4,249+96.4% |
| Admin fee / account holder | $12,083 | $6,627+82.3% | $20,388-40.7% | $8,951+35.0% |