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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 | $373,346 | $171,272+118.0% | $127,803+192.1% | $152,885+144.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 16.69% | 23.54%-6.8pp | 26.14%-9.4pp | 345.39%-328.7pp |
| Employer contribution / active EE | $11,280 | $5,451+106.9% | $4,576+146.5% | $4,763+136.8% |
| Participant deferral / active EE | $25,000 | $7,043+254.9% | $6,023+315.0% | $5,851+327.3% |
| Admin fee / account holder | $3,273 | $14,540-77.5% | $9,399-65.2% | $11,598-71.8% |