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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 | $326,194 | $110,337+195.6% | $102,383+218.6% | $145,877+123.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.83%-13.0pp | 24.94%-13.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $15,279 | $4,216+262.4% | $3,870+294.8% | $4,663+227.7% |
| Participant deferral / active EE | $7,086 | $5,621+26.1% | $5,060+40.1% | $6,691+5.9% |
| Admin fee / account holder | $58,705 | $9,750+502.1% | $8,391+599.6% | $13,402+338.0% |