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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 | $259,394 | $69,977+270.7% | $108,582+138.9% | $62,881+312.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.86% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,369 | $2,135+198.3% | $3,758+69.5% | $2,281+179.2% |
| Participant deferral / active EE | $6,701 | $3,165+111.7% | $4,311+55.4% | $3,203+109.2% |
| Admin fee / account holder | $20,180 | $5,076+297.5% | $7,645+164.0% | $4,296+369.8% |