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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 | $427,097 | $64,517+562.0% | $81,438+424.4% | $80,874+428.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.47% | 16.35%+0.1pp | 24.74%-8.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $16,036 | $1,982+709.2% | $2,460+551.8% | $2,756+481.9% |
| Participant deferral / active EE | $16,586 | $3,096+435.8% | $3,883+327.1% | $4,297+286.0% |
| Admin fee / account holder | $42,114 | $5,677+641.8% | $5,764+630.7% | $6,935+507.3% |