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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 | $351,877 | $176,794+99.0% | $146,647+139.9% | $167,553+110.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.60% | 24.04%+6.6pp | 22.75%+7.9pp | 478.89%-448.3pp |
| Employer contribution / active EE | $2,360 | $5,161-54.3% | $4,137-42.9% | $4,840-51.2% |
| Participant deferral / active EE | $9,789 | $6,440+52.0% | $5,506+77.8% | $6,343+54.3% |
| Admin fee / account holder | $12,498 | $13,262-5.8% | $10,281+21.6% | $12,316+1.5% |