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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 | $252,635 | $884,045-71.4% | $453,569-44.3% | $167,553+50.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 11.40% | 29.49%-18.1pp | 64.43%-53.0pp | 478.89%-467.5pp |
| Employer contribution / active EE | $22,495 | $5,538+306.2% | $4,072+452.5% | $4,840+364.8% |
| Participant deferral / active EE | $20,713 | $7,898+162.2% | $6,211+233.5% | $6,343+226.6% |
| Admin fee / account holder | $2,042 | $22,063-90.7% | $11,214-81.8% | $12,316-83.4% |