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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 | $546,909 | $124,351+339.8% | $109,188+400.9% | $167,553+226.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.00% | 26.04%-11.0pp | 25.76%-10.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $8,755 | $4,210+108.0% | $3,723+135.1% | $4,840+80.9% |
| Participant deferral / active EE | $7,385 | $5,257+40.5% | $4,654+58.7% | $6,343+16.4% |
| Admin fee / account holder | $3,071 | $7,975-61.5% | $6,755-54.5% | $12,316-75.1% |