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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 | $720,619 | $181,896+296.2% | $156,551+360.3% | $273,972+163.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $8,404 | $6,248+34.5% | $5,501+52.8% | $4,869+72.6% |
| Participant deferral / active EE | $26,250 | $5,550+373.0% | $4,871+438.9% | $5,287+396.5% |
| Admin fee / account holder | $5,260 | $15,560-66.2% | $13,028-59.6% | $10,133-48.1% |