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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 | $458,849 | $91,536+401.3% | $130,062+252.8% | $75,177+510.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.03% | -631.62%+647.7pp | -137.37%+153.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $8,608 | $2,845+202.6% | $4,322+99.2% | $2,671+222.3% |
| Participant deferral / active EE | $4,822 | $4,343+11.0% | $5,821-17.2% | $4,126+16.9% |
| Admin fee / account holder | $2,239 | $6,780-67.0% | $10,601-78.9% | $5,651-60.4% |