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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 | $565,083 | $77,816+626.2% | $123,552+357.4% | $64,173+780.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.19% | 12.49%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $12,748 | $3,014+323.0% | $4,628+175.5% | $2,381+435.5% |
| Participant deferral / active EE | $14,609 | $5,240+178.8% | $6,426+127.3% | $3,470+321.0% |
| Admin fee / account holder | $7,665 | $5,519+38.9% | $9,285-17.4% | $4,887+56.8% |