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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 | $337,434 | $111,814+201.8% | $103,374+226.4% | $145,959+131.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.68% | 24.77%-14.1pp | 24.89%-14.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $16,400 | $4,214+289.2% | $3,869+323.8% | $4,661+251.9% |
| Participant deferral / active EE | $7,102 | $5,618+26.4% | $5,058+40.4% | $6,689+6.2% |
| Admin fee / account holder | $4,218 | $9,754-56.8% | $8,394-49.7% | $13,398-68.5% |