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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 | $254,767 | $183,539+38.8% | $155,556+63.8% | $145,897+74.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,052 | $5,315-61.4% | $4,675-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $13,343 | $6,467+106.3% | $5,631+137.0% | $6,689+99.5% |
| Admin fee / account holder | $1,158 | $19,275-94.0% | $15,885-92.7% | $13,390-91.4% |