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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 | $497,207 | $102,609+384.6% | $98,090+406.9% | $138,895+258.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.47% | 36.44%-20.0pp | 37.05%-20.6pp | 145.39%-128.9pp |
| Employer contribution / active EE | $32,940 | $3,867+751.8% | $3,606+813.4% | $4,194+685.4% |
| Participant deferral / active EE | $13,790 | $8,167+68.8% | $7,845+75.8% | $6,396+115.6% |
| Admin fee / account holder | $3,121 | $11,434-72.7% | $11,815-73.6% | $12,562-75.2% |