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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 | $340,851 | $95,453+257.1% | $112,040+204.2% | $82,448+313.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.19% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $10,860 | $2,318+368.6% | $2,954+267.6% | $2,551+325.7% |
| Participant deferral / active EE | $8,457 | $4,224+100.2% | $5,098+65.9% | $4,139+104.3% |
| Admin fee / account holder | $58,002 | $9,013+543.5% | $12,098+379.4% | $7,234+701.8% |