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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 | $464,300 | $181,062+156.4% | $158,223+193.4% | $155,188+199.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.00% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $33,832 | $4,565+641.2% | $4,109+723.4% | $4,248+696.5% |
| Participant deferral / active EE | $25,818 | $6,134+320.9% | $5,467+372.3% | $6,531+295.3% |
| Admin fee / account holder | $60,037 | $18,825+218.9% | $16,047+274.1% | $14,480+314.6% |