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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 | $422,353 | $124,425+239.4% | $112,040+277.0% | $137,256+207.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.68% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $20,532 | $3,411+501.9% | $2,954+595.1% | $4,156+394.0% |
| Participant deferral / active EE | $9,723 | $5,718+70.0% | $5,098+90.7% | $6,407+51.8% |
| Admin fee / account holder | $2,427 | $15,207-84.0% | $12,098-79.9% | $12,270-80.2% |