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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 | $286,552 | $90,486+216.7% | $78,676+264.2% | $273,972+4.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.76% | 75.62%-69.9pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $11,125 | $3,175+250.4% | $2,850+290.3% | $4,869+128.5% |
| Participant deferral / active EE | $10,983 | $3,901+181.5% | $3,517+212.3% | $5,287+107.7% |
| Admin fee / account holder | $7,665 | $5,263+45.6% | $4,510+70.0% | $10,133-24.4% |