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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 | $371,486 | $81,358+356.6% | $155,556+138.8% | $80,959+358.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.13% | 33.39%-12.3pp | 64.84%-43.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $22,256 | $3,106+616.5% | $4,675+376.0% | $2,757+707.2% |
| Participant deferral / active EE | $18,450 | $3,455+433.9% | $5,631+227.7% | $4,300+329.0% |
| Admin fee / account holder | $1,792 | $7,994-77.6% | $15,885-88.7% | $6,925-74.1% |