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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 | $254,244 | $111,814+127.4% | $103,374+145.9% | $145,959+74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $5,220 | $4,214+23.9% | $3,869+34.9% | $4,661+12.0% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,689+243.9% |
| Admin fee / account holder | $209,667 | $9,754+2049.5% | $8,394+2397.8% | $13,398+1464.9% |