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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 | $328,890 | $81,457+303.8% | $103,378+218.1% | $80,911+306.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.41% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $7,204 | $3,107+131.8% | $3,870+86.1% | $2,756+161.4% |
| Participant deferral / active EE | $4,537 | $3,871+17.2% | $5,058-10.3% | $4,297+5.6% |
| Admin fee / account holder | $326 | $6,717-95.1% | $8,401-96.1% | $6,935-95.3% |