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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 | $405,277 | $112,131+261.4% | $95,964+322.3% | $158,982+154.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.43% | 171.19%-156.8pp | 91.64%-77.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,220 | $3,199-30.6% | $2,541-12.7% | $4,763-53.4% |
| Participant deferral / active EE | $7,451 | $4,784+55.7% | $4,167+78.8% | $5,983+24.5% |
| Admin fee / account holder | $4,620 | $10,136-54.4% | $6,797-32.0% | $11,252-58.9% |