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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 | $318,449 | $106,280+199.6% | $96,538+229.9% | $139,487+128.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 38.48%-27.4pp | 35.74%-24.7pp | 373.84%-362.8pp |
| Employer contribution / active EE | $3,031 | $4,107-26.2% | $3,740-19.0% | $4,755-36.2% |
| Participant deferral / active EE | $6,748 | $5,457+23.7% | $4,880+38.3% | $6,713+0.5% |
| Admin fee / account holder | $43,100 | $7,888+446.4% | $6,737+539.7% | $11,407+277.8% |