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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 | $522,373 | $142,354+267.0% | $125,529+316.1% | $155,188+236.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.62% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,226 | $3,501-36.4% | $3,058-27.2% | $4,248-47.6% |
| Participant deferral / active EE | $4,273 | $5,491-22.2% | $4,813-11.2% | $6,531-34.6% |
| Admin fee / account holder | $277,884 | $19,392+1333.0% | $16,298+1605.0% | $14,480+1819.1% |