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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 | $503,890 | $234,190+115.2% | $180,320+179.4% | $198,609+153.7% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.5%+8.5pp | 82.4%-2.4pp |
| Annual return | 8.02% | 1057.44%-1049.4pp | 778.54%-770.5pp | 202.70%-194.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,939 | $4,988+139.3% | $4,304+177.4% | $6,977+71.1% |
| Admin fee / account holder | $118,295 | $12,558+842.0% | $10,000+1082.9% | $19,030+521.6% |