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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 | $543,363 | $149,741+262.9% | $118,914+356.9% | $158,982+241.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.80% | 19.94%-8.1pp | 35.89%-24.1pp | 302.99%-291.2pp |
| Employer contribution / active EE | $9,689 | $4,119+135.3% | $3,264+196.8% | $4,763+103.4% |
| Participant deferral / active EE | $11,840 | $5,226+126.6% | $4,266+177.6% | $5,983+97.9% |
| Admin fee / account holder | $1,468 | $8,607-82.9% | $6,582-77.7% | $11,252-87.0% |