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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 | $270,969 | $201,259+34.6% | $184,200+47.1% | $145,959+85.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.20% | 28.98%-18.8pp | 28.80%-18.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $8,980 | $7,018+28.0% | $6,424+39.8% | $4,661+92.7% |
| Participant deferral / active EE | $8,774 | $9,806-10.5% | $9,132-3.9% | $6,689+31.2% |
| Admin fee / account holder | $7,490 | $16,372-54.3% | $13,907-46.1% | $13,398-44.1% |