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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 | $1,204,556 | $117,895+921.7% | $102,460+1075.6% | $145,897+725.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 31.92%-22.9pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,250 | $5,736+165.9% | $5,056+201.6% | $6,689+128.0% |
| Admin fee / account holder | $5,770 | $13,353-56.8% | $9,460-39.0% | $13,390-56.9% |