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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 | $457,657 | $102,595+346.1% | $94,057+386.6% | $154,746+195.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.01% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $22,136 | $3,147+603.3% | $2,933+654.7% | $4,379+405.5% |
| Participant deferral / active EE | $19,714 | $5,118+285.2% | $4,709+318.6% | $6,730+192.9% |
| Admin fee / account holder | $3,897 | $7,736-49.6% | $7,244-46.2% | $14,365-72.9% |