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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 | $487,230 | $122,962+296.2% | $71,585+580.6% | $138,895+250.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 14.88% | 37.84%-23.0pp | 59.26%-44.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $8,773 | $2,620+234.9% | $1,669+425.8% | $4,194+109.2% |
| Participant deferral / active EE | $12,067 | $4,311+179.9% | $2,923+312.8% | $6,396+88.7% |
| Admin fee / account holder | $399 | $6,488-93.9% | $4,712-91.5% | $12,562-96.8% |