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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 | $379,449 | $154,193+146.1% | $130,045+191.8% | $139,466+172.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.25% | 32.51%-3.3pp | -137.30%+166.6pp | 373.66%-344.4pp |
| Employer contribution / active EE | $3,874 | $5,292-26.8% | $4,321-10.4% | $4,754-18.5% |
| Participant deferral / active EE | $35,813 | $6,709+433.8% | $5,820+515.4% | $6,712+433.6% |
| Admin fee / account holder | $9,626 | $13,989-31.2% | $10,600-9.2% | $11,409-15.6% |