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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 | $399,652 | $101,618+293.3% | $93,063+329.4% | $137,256+191.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.80% | 223.95%-208.1pp | 34.15%-18.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $8,333 | $2,707+207.8% | $2,476+236.6% | $4,156+100.5% |
| Participant deferral / active EE | $10,533 | $4,279+146.2% | $3,958+166.1% | $6,407+64.4% |
| Admin fee / account holder | $555 | $6,198-91.1% | $6,033-90.8% | $12,270-95.5% |