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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 | $386,305 | $125,237+208.5% | $105,608+265.8% | $145,877+164.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.39% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $27,298 | $3,720+633.7% | $3,167+762.0% | $4,663+485.4% |
| Participant deferral / active EE | $12,542 | $5,711+119.6% | $5,010+150.4% | $6,691+87.5% |
| Admin fee / account holder | $32,188 | $17,287+86.2% | $11,028+191.9% | $13,402+140.2% |