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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 | $342,823 | $133,981+155.9% | $112,249+205.4% | $134,532+154.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.01% | 47.16%-42.2pp | 27.48%-22.5pp | 418.27%-413.3pp |
| Employer contribution / active EE | $4,050 | $4,040+0.3% | $3,636+11.4% | $4,741-14.6% |
| Participant deferral / active EE | $7,168 | $5,292+35.4% | $4,729+51.6% | $6,401+12.0% |
| Admin fee / account holder | $10,811 | $7,492+44.3% | $6,412+68.6% | $11,429-5.4% |