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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 | $533,964 | $108,226+393.4% | $77,513+588.9% | $158,950+235.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.69% | 31.67%-27.0pp | 54.81%-50.1pp | 302.91%-298.2pp |
| Employer contribution / active EE | $3,581 | $1,325+170.2% | $987+262.9% | $4,762-24.8% |
| Participant deferral / active EE | $6,483 | $2,456+164.0% | $1,861+248.4% | $5,983+8.4% |
| Admin fee / account holder | $32,478 | $3,710+775.5% | $2,859+1036.0% | $11,248+188.7% |