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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 | $450,668 | $165,399+172.5% | $149,745+201.0% | $158,982+183.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.73% | 348.34%-339.6pp | 276.72%-268.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $21,992 | $5,105+330.8% | $4,646+373.4% | $4,763+361.7% |
| Participant deferral / active EE | $4,024 | $7,183-44.0% | $6,843-41.2% | $5,983-32.8% |
| Admin fee / account holder | $2,912 | $10,811-73.1% | $9,312-68.7% | $11,252-74.1% |