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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 | $500,707 | $99,341+404.0% | $84,750+490.8% | $273,965+82.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.40% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $14,174 | $4,214+236.4% | $3,574+296.6% | $4,869+191.1% |
| Participant deferral / active EE | $3,667 | $4,269-14.1% | $3,712-1.2% | $5,287-30.6% |
| Admin fee / account holder | $57,078 | $6,644+759.1% | $5,332+970.4% | $10,132+463.3% |