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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 | $281,872 | $72,269+290.0% | $101,271+178.3% | $79,852+253.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.51% | 22.29%-8.8pp | 46.48%-33.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $17,511 | $2,692+550.5% | $3,660+378.4% | $2,471+608.6% |
| Participant deferral / active EE | $6,907 | $3,282+110.5% | $4,371+58.0% | $3,740+84.7% |
| Admin fee / account holder | $3,019 | $4,401-31.4% | $5,948-49.2% | $5,306-43.1% |