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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 | $434,944 | $201,264+116.1% | $184,185+136.1% | $145,978+198.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.94% | 29.00%-7.1pp | 28.81%-6.9pp | 550.52%-528.6pp |
| Employer contribution / active EE | $7,752 | $7,021+10.4% | $6,426+20.6% | $4,662+66.3% |
| Participant deferral / active EE | $24,371 | $9,806+148.5% | $9,132+166.9% | $6,690+264.3% |
| Admin fee / account holder | $3,888 | $16,376-76.3% | $13,909-72.1% | $13,400-71.0% |