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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 | $421,838 | $148,623+183.8% | $135,974+210.2% | $139,466+202.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.37% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,640 | $5,246-49.7% | $4,859-45.7% | $4,754-44.5% |
| Participant deferral / active EE | $23,125 | $8,103+185.4% | $7,760+198.0% | $6,712+244.5% |
| Admin fee / account holder | $3,540 | $12,406-71.5% | $10,767-67.1% | $11,409-69.0% |