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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 | $477,294 | $162,781+193.2% | $133,956+256.3% | $158,931+200.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.46% | 41.94%-16.5pp | 45.09%-19.6pp | 302.86%-277.4pp |
| Employer contribution / active EE | $10,493 | $4,975+110.9% | $3,919+167.8% | $4,761+120.4% |
| Participant deferral / active EE | $17,875 | $5,911+202.4% | $5,048+254.1% | $5,982+198.8% |
| Admin fee / account holder | $3,019 | $11,736-74.3% | $8,927-66.2% | $11,247-73.2% |