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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 | $395,761 | $201,344+96.6% | $184,243+114.8% | $145,877+171.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.53% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $7,613 | $7,022+8.4% | $6,427+18.4% | $4,663+63.3% |
| Participant deferral / active EE | $13,790 | $9,807+40.6% | $9,132+51.0% | $6,691+106.1% |
| Admin fee / account holder | $3,445 | $16,382-79.0% | $13,914-75.2% | $13,402-74.3% |