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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 | $360,503 | $110,337+226.7% | $102,383+252.1% | $145,877+147.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.38% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,133 | $4,216-25.7% | $3,870-19.0% | $4,663-32.8% |
| Participant deferral / active EE | $8,683 | $5,621+54.5% | $5,060+71.6% | $6,691+29.8% |
| Admin fee / account holder | $11,844 | $9,750+21.5% | $8,391+41.1% | $13,402-11.6% |