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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 | $386,043 | $88,672+335.4% | $105,223+266.9% | $82,448+368.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.02% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $11,111 | $3,048+264.6% | $3,689+201.2% | $2,551+335.6% |
| Participant deferral / active EE | $5,544 | $4,036+37.4% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $22,579 | $7,146+216.0% | $8,859+154.9% | $7,234+212.1% |