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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 | $371,388 | $110,240+236.9% | $96,544+284.7% | $139,487+166.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.67% | 26.41%-11.7pp | 25.88%-11.2pp | 373.84%-359.2pp |
| Employer contribution / active EE | $15,411 | $3,622+325.4% | $2,966+419.5% | $4,755+224.1% |
| Participant deferral / active EE | $9,327 | $5,549+68.1% | $4,851+92.3% | $6,713+38.9% |
| Admin fee / account holder | $38,306 | $11,602+230.2% | $8,254+364.1% | $11,407+235.8% |