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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 | $497,841 | $166,268+199.4% | $165,100+201.5% | $145,897+241.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.62% | 100.52%-90.9pp | 70.21%-60.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $17,347 | $5,284+228.3% | $4,348+299.0% | $4,663+272.0% |
| Participant deferral / active EE | $13,053 | $6,964+87.4% | $6,035+116.3% | $6,689+95.1% |
| Admin fee / account holder | $4,237 | $16,659-74.6% | $12,696-66.6% | $13,390-68.4% |