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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 | $631,853 | $154,193+309.8% | $130,045+385.9% | $139,466+353.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.05% | 32.51%-14.5pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $13,447 | $5,292+154.1% | $4,321+211.2% | $4,754+182.9% |
| Participant deferral / active EE | $8,531 | $6,709+27.2% | $5,820+46.6% | $6,712+27.1% |
| Admin fee / account holder | $633 | $13,989-95.5% | $10,600-94.0% | $11,409-94.5% |