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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 | $359,313 | $132,634+170.9% | $115,768+210.4% | $137,256+161.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.71% | 160.70%-143.0pp | 100.46%-82.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $30,743 | $3,360+815.1% | $2,940+945.7% | $4,156+639.7% |
| Participant deferral / active EE | $17,557 | $5,619+212.5% | $4,917+257.1% | $6,407+174.0% |
| Admin fee / account holder | $1,553 | $15,028-89.7% | $12,439-87.5% | $12,270-87.3% |