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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 | $541,073 | $227,399+137.9% | $189,758+185.1% | $198,609+172.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.41% | 61.03%-48.6pp | 52.62%-40.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $8,338 | $5,526+50.9% | $4,767+74.9% | $5,055+64.9% |
| Participant deferral / active EE | $5,308 | $6,837-22.4% | $5,856-9.4% | $6,977-23.9% |
| Admin fee / account holder | $9,228 | $25,162-63.3% | $20,388-54.7% | $19,030-51.5% |