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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 | $295,913 | $118,708+149.3% | $98,920+199.1% | $158,982+86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.72% | 372.49%-366.8pp | 196.47%-190.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,956 | $5,089-61.6% | $4,245-53.9% | $5,983-67.3% |
| Admin fee / account holder | $17,884 | $10,134+76.5% | $6,643+169.2% | $11,252+58.9% |