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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 | $545,938 | $148,629+267.3% | $135,982+301.5% | $139,487+291.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.14% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $1,172 | $5,247-77.7% | $4,859-75.9% | $4,755-75.4% |
| Participant deferral / active EE | $14,673 | $8,102+81.1% | $7,760+89.1% | $6,713+118.6% |
| Admin fee / account holder | $7,279 | $12,406-41.3% | $10,767-32.4% | $11,407-36.2% |