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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 | $362,855 | $166,268+118.2% | $165,100+119.8% | $145,897+148.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.16% | 100.52%-82.4pp | 70.21%-52.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $5,337 | $5,284+1.0% | $4,348+22.7% | $4,663+14.5% |
| Participant deferral / active EE | $8,252 | $6,964+18.5% | $6,035+36.7% | $6,689+23.4% |
| Admin fee / account holder | $2,929 | $16,659-82.4% | $12,696-76.9% | $13,390-78.1% |