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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 | $458,983 | $104,251+340.3% | $91,004+404.4% | $147,586+211.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.73% | 27.06%-11.3pp | 4.60%+11.1pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,755 | $3,116-43.7% | $2,456-28.5% | $4,876-64.0% |
| Participant deferral / active EE | $8,919 | $4,195+112.6% | $3,548+151.4% | $5,439+64.0% |
| Admin fee / account holder | $18,847 | $8,948+110.6% | $5,417+247.9% | $10,886+73.1% |