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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 | $444,460 | $100,004+344.4% | $81,438+445.8% | $145,959+204.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 34.34%-22.6pp | 24.74%-13.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $16,582 | $2,970+458.4% | $2,460+573.9% | $4,661+255.8% |
| Participant deferral / active EE | $20,201 | $4,603+338.8% | $3,883+420.2% | $6,689+202.0% |
| Admin fee / account holder | $3,787 | $8,202-53.8% | $5,764-34.3% | $13,398-71.7% |