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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 | $258,824 | $77,472+234.1% | $100,392+157.8% | $80,935+219.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.09% | 37.26%-24.2pp | 49.45%-36.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $8,261 | $2,800+195.0% | $3,941+109.6% | $2,757+199.7% |
| Participant deferral / active EE | $11,156 | $6,818+63.6% | $8,090+37.9% | $4,299+159.5% |
| Admin fee / account holder | $17,219 | $5,885+192.6% | $7,904+117.8% | $6,924+148.7% |