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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 | $336,435 | $171,930+95.7% | $151,266+122.4% | $154,746+117.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 16.65% | 242.03%-225.4pp | 180.60%-163.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $22,833 | $4,710+384.8% | $4,237+438.9% | $4,379+421.4% |
| Participant deferral / active EE | $15,667 | $8,191+91.3% | $7,337+113.5% | $6,730+132.8% |
| Admin fee / account holder | $2,804 | $15,803-82.3% | $13,159-78.7% | $14,365-80.5% |