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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 | $349,287 | $96,965+260.2% | $97,995+256.4% | $147,586+136.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.74% | 24.11%-11.4pp | 23.94%-11.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $17,601 | $4,536+288.0% | $4,158+323.3% | $4,876+260.9% |
| Participant deferral / active EE | $12,670 | $5,081+149.4% | $5,097+148.6% | $5,439+133.0% |
| Admin fee / account holder | $10,801 | $8,120+33.0% | $5,943+81.7% | $10,886-0.8% |