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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 | $555,860 | $211,224+163.2% | $178,505+211.4% | $145,897+281.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.82% | 30.28%-16.5pp | 27.16%-13.3pp | 552.29%-538.5pp |
| Employer contribution / active EE | $22,554 | $4,577+392.8% | $3,955+470.3% | $4,663+383.7% |
| Participant deferral / active EE | $20,350 | $6,966+192.1% | $6,280+224.0% | $6,689+204.2% |
| Admin fee / account holder | $3,950 | $12,109-67.4% | $10,428-62.1% | $13,390-70.5% |