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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 | $255,794 | $117,895+117.0% | $102,460+149.7% | $145,897+75.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 31.92%-16.3pp | 29.47%-13.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,700 | $3,619-25.4% | $3,025-10.7% | $4,663-42.1% |
| Participant deferral / active EE | $6,858 | $5,736+19.6% | $5,056+35.6% | $6,689+2.5% |
| Admin fee / account holder | $9,254 | $13,353-30.7% | $9,460-2.2% | $13,390-30.9% |