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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 | $677,619 | $149,741+352.5% | $118,914+469.8% | $158,982+326.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.10% | 19.94%-6.8pp | 35.89%-22.8pp | 302.99%-289.9pp |
| Employer contribution / active EE | $17,510 | $4,119+325.1% | $3,264+436.4% | $4,763+267.6% |
| Participant deferral / active EE | $17,968 | $5,226+243.9% | $4,266+321.2% | $5,983+200.3% |
| Admin fee / account holder | $2,648 | $8,607-69.2% | $6,582-59.8% | $11,252-76.5% |