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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 | $494,801 | $107,809+359.0% | $97,032+409.9% | $155,188+218.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 9.61% | 38.06%-28.5pp | 35.38%-25.8pp | 148.84%-139.2pp |
| Employer contribution / active EE | $792 | $2,911-72.8% | $2,629-69.9% | $4,248-81.4% |
| Participant deferral / active EE | $2,767 | $5,129-46.1% | $4,672-40.8% | $6,531-57.6% |
| Admin fee / account holder | $10,574 | $10,717-1.3% | $9,418+12.3% | $14,480-27.0% |