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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 | $524,445 | $148,623+252.9% | $135,974+285.7% | $139,466+276.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.88% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,907 | $5,246-63.7% | $4,859-60.8% | $4,754-59.9% |
| Participant deferral / active EE | $14,835 | $8,103+83.1% | $7,760+91.2% | $6,712+121.0% |
| Admin fee / account holder | $446,897 | $12,406+3502.4% | $10,767+4050.8% | $11,409+3817.2% |