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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 | $468,976 | $134,817+247.9% | $123,973+278.3% | $155,188+202.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.28% | 515.49%-504.2pp | 388.13%-376.8pp | 148.84%-137.6pp |
| Employer contribution / active EE | $2,696 | $4,425-39.1% | $4,126-34.7% | $4,248-36.5% |
| Participant deferral / active EE | $3,370 | $5,706-40.9% | $5,247-35.8% | $6,531-48.4% |
| Admin fee / account holder | $3,697 | $13,245-72.1% | $11,799-68.7% | $14,480-74.5% |