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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 | $263,522 | $81,504+223.3% | $102,437+157.3% | $80,959+225.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.82% | 25.60%-9.8pp | 24.95%-9.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $16,733 | $3,104+439.2% | $3,871+332.3% | $2,757+506.9% |
| Participant deferral / active EE | $11,154 | $3,871+188.2% | $5,060+120.4% | $4,300+159.4% |
| Admin fee / account holder | $16,366 | $6,719+143.6% | $8,388+95.1% | $6,925+136.3% |