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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 | $353,844 | $102,595+244.9% | $94,057+276.2% | $154,746+128.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.02% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $12,510 | $3,147+297.5% | $2,933+326.5% | $4,379+185.7% |
| Participant deferral / active EE | $24,994 | $5,118+388.3% | $4,709+430.7% | $6,730+271.4% |
| Admin fee / account holder | $2,020 | $7,736-73.9% | $7,244-72.1% | $14,365-85.9% |