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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 | $329,447 | $149,778+120.0% | $118,946+177.0% | $158,950+107.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.26% | 19.95%-0.7pp | 35.89%-16.6pp | 302.91%-283.6pp |
| Employer contribution / active EE | $13,440 | $4,117+226.4% | $3,263+311.8% | $4,762+182.2% |
| Participant deferral / active EE | $4,927 | $5,225-5.7% | $4,266+15.5% | $5,983-17.6% |
| Admin fee / account holder | $3,047 | $8,604-64.6% | $6,581-53.7% | $11,248-72.9% |