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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 | $534,656 | $132,634+303.1% | $115,768+361.8% | $137,256+289.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.23% | 160.70%-148.5pp | 100.46%-88.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $18,114 | $3,360+439.2% | $2,940+516.2% | $4,156+335.9% |
| Participant deferral / active EE | $12,278 | $5,619+118.5% | $4,917+149.7% | $6,407+91.6% |
| Admin fee / account holder | $5,787 | $15,028-61.5% | $12,439-53.5% | $12,270-52.8% |