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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 | $346,936 | $166,131+108.8% | $164,975+110.3% | $145,877+137.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.29% | 100.37%-76.1pp | 70.12%-45.8pp | 551.28%-527.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,000 | $6,962-13.8% | $6,033-0.6% | $6,691-10.3% |
| Admin fee / account holder | $1,143 | $16,648-93.1% | $12,688-91.0% | $13,402-91.5% |