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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 | $374,445 | $112,729+232.2% | $98,716+279.3% | $137,256+172.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.97% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $18,325 | $2,725+572.4% | $2,279+704.2% | $4,156+340.9% |
| Participant deferral / active EE | $7,953 | $4,640+71.4% | $4,048+96.5% | $6,407+24.1% |
| Admin fee / account holder | $11,723 | $10,129+15.7% | $8,703+34.7% | $12,270-4.5% |