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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 | $363,122 | $110,410+228.9% | $102,437+254.5% | $145,897+148.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.94% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $17,279 | $4,217+309.7% | $3,871+346.4% | $4,663+270.6% |
| Participant deferral / active EE | $8,571 | $5,622+52.5% | $5,060+69.4% | $6,689+28.1% |
| Admin fee / account holder | $106,822 | $9,745+996.2% | $8,388+1173.5% | $13,390+697.7% |