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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 | $523,482 | $817,678-36.0% | $392,568+33.3% | $152,897+242.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 19.53% | 22.84%-3.3pp | 24.42%-4.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $21,429 | $5,502+289.5% | $3,783+466.4% | $4,764+349.9% |
| Participant deferral / active EE | $12,993 | $8,398+54.7% | $5,985+117.1% | $5,851+122.1% |
| Admin fee / account holder | $30,056 | $12,095+148.5% | $6,260+380.1% | $11,599+159.1% |