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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 | $289,986 | $57,073+408.1% | $85,126+240.7% | $80,925+258.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.71% | 21.69%-7.0pp | 66.63%-51.9pp | 35.65%-20.9pp |
| Employer contribution / active EE | $7,151 | $1,801+297.1% | $2,731+161.8% | $2,756+159.5% |
| Participant deferral / active EE | $6,753 | $3,113+116.9% | $4,523+49.3% | $4,299+57.1% |
| Admin fee / account holder | $108,218 | $4,988+2069.7% | $6,160+1656.7% | $6,940+1459.3% |