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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 | $321,426 | $133,998+139.9% | $112,263+186.3% | $134,545+138.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.22% | 47.17%-42.0pp | 27.49%-22.3pp | 418.37%-413.1pp |
| Employer contribution / active EE | $6,250 | $4,040+54.7% | $3,636+71.9% | $4,742+31.8% |
| Participant deferral / active EE | $5,213 | $5,292-1.5% | $4,729+10.2% | $6,401-18.6% |
| Admin fee / account holder | $27,197 | $7,493+263.0% | $6,410+324.3% | $11,431+137.9% |