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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 | $354,532 | $63,845+455.3% | $81,370+335.7% | $80,959+337.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.26% | 16.37%-5.1pp | 24.85%-13.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $9,189 | $1,980+364.2% | $2,464+272.9% | $2,757+233.3% |
| Participant deferral / active EE | $3,012 | $3,093-2.6% | $3,885-22.5% | $4,300-30.0% |
| Admin fee / account holder | $44,819 | $5,688+687.9% | $5,749+679.6% | $6,925+547.2% |