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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 | $329,477 | $167,353+96.9% | $143,797+129.1% | $134,545+144.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.91% | 0.48%+6.4pp | -0.04%+7.0pp | 418.37%-411.5pp |
| Employer contribution / active EE | $15,449 | $5,620+174.9% | $4,952+212.0% | $4,742+225.8% |
| Participant deferral / active EE | $20,622 | $6,447+219.9% | $5,638+265.7% | $6,401+222.2% |
| Admin fee / account holder | $12,725 | $18,096-29.7% | $14,679-13.3% | $11,431+11.3% |