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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 | $296,773 | $73,955+301.3% | $96,520+207.5% | $75,181+294.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.09% | 26.72%-10.6pp | 35.72%-19.6pp | 160.69%-144.6pp |
| Employer contribution / active EE | $12,532 | $2,930+327.7% | $3,739+235.2% | $2,671+369.3% |
| Participant deferral / active EE | $3,047 | $3,659-16.7% | $4,879-37.5% | $4,126-26.1% |
| Admin fee / account holder | $533 | $5,217-89.8% | $6,733-92.1% | $5,650-90.6% |