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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 | $668,802 | $201,370+232.1% | $184,256+263.0% | $145,897+358.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.70% | 29.05%-13.3pp | 28.85%-13.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,334 | $9,808+36.0% | $9,133+46.0% | $6,689+99.3% |
| Admin fee / account holder | $9,865 | $16,364-39.7% | $13,899-29.0% | $13,390-26.3% |