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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 | $348,626 | $116,167+200.1% | $64,489+440.6% | $137,256+154.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 11.00% | 36.55%-25.5pp | 55.03%-44.0pp | 220.34%-209.3pp |
| Employer contribution / active EE | $30,333 | $2,483+1121.8% | $1,523+1891.6% | $4,156+629.9% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $109,382 | $6,188+1667.6% | $4,260+2467.7% | $12,270+791.5% |