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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 | $416,721 | $100,139+316.1% | $85,187+389.2% | $145,884+185.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 84.15%-65.7pp | 66.67%-48.3pp | 551.85%-533.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $27,500 | $5,296+419.3% | $4,525+507.8% | $6,690+311.1% |
| Admin fee / account holder | $6,175 | $7,262-15.0% | $6,162+0.2% | $13,392-53.9% |