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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 | $379,193 | $86,050+340.7% | $189,758+99.8% | $94,015+303.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.39% | 17.77%-6.4pp | 52.62%-41.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $20,226 | $2,819+617.4% | $4,767+324.3% | $2,790+624.9% |
| Participant deferral / active EE | $3,935 | $3,349+17.5% | $5,856-32.8% | $4,249-7.4% |
| Admin fee / account holder | $70,885 | $6,627+969.7% | $20,388+247.7% | $8,951+691.9% |