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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 | $416,339 | $169,237+146.0% | $129,339+221.9% | $145,978+185.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.74% | 14364.43%-14352.7pp | 9437.05%-9425.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,622 | $5,540-52.7% | $4,154-36.9% | $4,662-43.8% |
| Participant deferral / active EE | $5,212 | $4,991+4.4% | $4,170+25.0% | $6,690-22.1% |
| Admin fee / account holder | $2,624 | $9,882-73.4% | $7,668-65.8% | $13,400-80.4% |