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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 | $303,774 | $99,032+206.7% | $80,022+279.6% | $135,380+124.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 6.29% | 15.39%-9.1pp | 11.22%-4.9pp | 519.81%-513.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,450 | $4,282-66.1% | $3,686-60.7% | $5,609-74.1% |
| Admin fee / account holder | $13,699 | $10,436+31.3% | $6,521+110.1% | $10,828+26.5% |