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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 | $468,188 | $95,188+391.9% | $76,518+511.9% | $135,380+245.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.55% | 4.85%+0.7pp | -0.27%+5.8pp | 519.81%-514.3pp |
| Employer contribution / active EE | $10,793 | $3,303+226.8% | $2,647+307.7% | $4,779+125.8% |
| Participant deferral / active EE | $9,250 | $4,640+99.4% | $3,836+141.2% | $5,609+64.9% |
| Admin fee / account holder | $3,206 | $6,249-48.7% | $4,849-33.9% | $10,828-70.4% |