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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 | $292,429 | $97,125+201.1% | $86,233+239.1% | $137,256+113.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.47% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,826 | $2,841-35.7% | $2,504-27.1% | $4,156-56.1% |
| Participant deferral / active EE | $9,138 | $5,180+76.4% | $4,559+100.4% | $6,407+42.6% |
| Admin fee / account holder | $222,430 | $9,725+2187.3% | $8,342+2566.3% | $12,270+1712.8% |