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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 | $402,725 | $103,008+291.0% | $90,304+346.0% | $152,897+163.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.51% | 95.22%-71.7pp | 78.13%-54.6pp | 345.43%-321.9pp |
| Employer contribution / active EE | $18,462 | $3,139+488.1% | $2,855+546.7% | $4,764+287.6% |
| Participant deferral / active EE | $2,925 | $4,281-31.7% | $3,885-24.7% | $5,851-50.0% |
| Admin fee / account holder | $1,388 | $6,175-77.5% | $5,354-74.1% | $11,599-88.0% |