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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 | $283,760 | $106,247+167.1% | $96,515+194.0% | $139,466+103.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.86% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $16,890 | $4,106+311.4% | $3,740+351.6% | $4,754+255.3% |
| Participant deferral / active EE | $9,204 | $5,456+68.7% | $4,880+88.6% | $6,712+37.1% |
| Admin fee / account holder | $1,412 | $7,885-82.1% | $6,735-79.0% | $11,409-87.6% |