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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 | $359,989 | $71,872+400.9% | $86,691+315.3% | $68,495+425.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 62.03% | 3.53%+58.5pp | 35.94%+26.1pp | -7.84%+69.9pp |
| Employer contribution / active EE | $1,200 | $2,173-44.8% | $2,837-57.7% | $2,596-53.8% |
| Participant deferral / active EE | $3,234 | $3,779-14.4% | $4,656-30.5% | $4,028-19.7% |
| Admin fee / account holder | $1,244 | $6,112-79.7% | $7,492-83.4% | $5,403-77.0% |