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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 | $384,253 | $114,119+236.7% | $107,187+258.5% | $138,895+176.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.21% | 273.21%-253.0pp | 204.55%-184.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,984 | $4,059-1.8% | $3,782+5.3% | $4,194-5.0% |
| Participant deferral / active EE | $27,000 | $5,538+387.6% | $5,096+429.8% | $6,396+322.1% |
| Admin fee / account holder | $4,189 | $10,024-58.2% | $9,162-54.3% | $12,562-66.7% |