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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 | $482,852 | $129,737+272.2% | $119,126+305.3% | $154,746+212.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.82% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,954 | $4,375+36.1% | $4,034+47.6% | $4,379+36.0% |
| Participant deferral / active EE | $33,875 | $5,842+479.9% | $5,318+537.0% | $6,730+403.3% |
| Admin fee / account holder | $3,425 | $11,961-71.4% | $10,693-68.0% | $14,365-76.2% |