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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 | $258,878 | $117,846+119.7% | $102,434+152.7% | $145,884+77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.89% | 31.90%-21.0pp | 29.46%-18.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,240 | $3,615-38.0% | $3,023-25.9% | $4,662-51.9% |
| Participant deferral / active EE | $5,500 | $5,733-4.1% | $5,055+8.8% | $6,690-17.8% |
| Admin fee / account holder | $112,777 | $13,356+744.4% | $9,462+1091.9% | $13,392+742.1% |