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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 | $272,331 | $78,668+246.2% | $109,152+149.5% | $85,854+217.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.06% | 25.09%-13.0pp | 25.75%-13.7pp | 318.56%-306.5pp |
| Employer contribution / active EE | $14,036 | $2,733+413.5% | $3,722+277.1% | $2,565+447.2% |
| Participant deferral / active EE | $2,348 | $3,467-32.3% | $4,653-49.5% | $3,952-40.6% |
| Admin fee / account holder | $6,215 | $5,469+13.6% | $6,753-8.0% | $6,260-0.7% |