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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 | $307,343 | $69,977+339.2% | $108,582+183.1% | $62,881+388.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.07% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $12,840 | $2,135+501.4% | $3,758+241.6% | $2,281+462.9% |
| Participant deferral / active EE | $12,426 | $3,165+292.6% | $4,311+188.2% | $3,203+288.0% |
| Admin fee / account holder | $14,376 | $5,076+183.2% | $7,645+88.0% | $4,296+234.6% |