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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 | $477,677 | $127,790+273.8% | $106,555+348.3% | $167,536+185.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 37.73% | 33.88%+3.9pp | 26.80%+10.9pp | 478.82%-441.1pp |
| Employer contribution / active EE | $3,389 | $3,428-1.1% | $2,819+20.2% | $4,839-30.0% |
| Participant deferral / active EE | $18,365 | $5,088+260.9% | $4,399+317.5% | $6,342+189.6% |
| Admin fee / account holder | $615 | $11,229-94.5% | $7,408-91.7% | $12,315-95.0% |