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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 | $534,512 | $124,425+329.6% | $112,040+377.1% | $137,256+289.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.43% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $12,410 | $3,411+263.8% | $2,954+320.1% | $4,156+198.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,187 | $15,207-65.9% | $12,098-57.1% | $12,270-57.7% |