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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 | $424,687 | $92,798+357.6% | $96,707+339.1% | $137,256+209.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 13.24% | 31.24%-18.0pp | 34.78%-21.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $17,278 | $4,147+316.6% | $4,191+312.3% | $4,156+315.7% |
| Participant deferral / active EE | $6,124 | $5,877+4.2% | $5,997+2.1% | $6,407-4.4% |
| Admin fee / account holder | $19,350 | $7,946+143.5% | $7,503+157.9% | $12,270+57.7% |