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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 | $286,276 | $76,551+274.0% | $123,894+131.1% | $62,881+355.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.29% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $10,155 | $2,882+252.3% | $4,617+120.0% | $2,281+345.2% |
| Participant deferral / active EE | $9,900 | $4,840+104.6% | $5,984+65.4% | $3,203+209.1% |
| Admin fee / account holder | $35,772 | $4,826+641.3% | $8,357+328.0% | $4,296+732.7% |