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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 | $359,973 | $114,119+215.4% | $107,187+235.8% | $138,895+159.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.79% | 273.21%-254.4pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,312 | $4,059-67.7% | $3,782-65.3% | $4,194-68.7% |
| Participant deferral / active EE | $12,191 | $5,538+120.1% | $5,096+139.2% | $6,396+90.6% |
| Admin fee / account holder | $5,300 | $10,024-47.1% | $9,162-42.2% | $12,562-57.8% |