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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 | $392,465 | $134,817+191.1% | $123,973+216.6% | $155,188+152.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.58% | 515.49%-497.9pp | 388.13%-370.5pp | 148.84%-131.3pp |
| Employer contribution / active EE | $9,169 | $4,425+107.2% | $4,126+122.2% | $4,248+115.9% |
| Participant deferral / active EE | $6,367 | $5,706+11.6% | $5,247+21.3% | $6,531-2.5% |
| Admin fee / account holder | $4,247 | $13,245-67.9% | $11,799-64.0% | $14,480-70.7% |