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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 | $398,786 | $106,280+275.2% | $96,538+313.1% | $139,487+185.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 38.48%-24.6pp | 35.74%-21.9pp | 373.84%-360.0pp |
| Employer contribution / active EE | $28,806 | $4,107+601.4% | $3,740+670.2% | $4,755+505.9% |
| Participant deferral / active EE | $15,798 | $5,457+189.5% | $4,880+223.7% | $6,713+135.3% |
| Admin fee / account holder | $68,820 | $7,888+772.5% | $6,737+921.5% | $11,407+503.3% |