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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 | $321,186 | $52,911+507.0% | $73,309+338.1% | $59,633+438.6% |
| Participation rate | 97.1% | 68.2%+28.9pp | 74.9%+22.2pp | 68.7%+28.5pp |
| Annual return | 0.82% | 12.20%-11.4pp | 5.67%-4.9pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $10,717 | $1,909+461.5% | $3,237+231.0% | $2,203+386.5% |
| Participant deferral / active EE | $10,843 | $4,069+166.4% | $4,991+117.2% | $3,192+239.7% |
| Admin fee / account holder | $38,934 | $3,835+915.3% | $5,635+591.0% | $4,297+806.1% |