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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 | $332,915 | $125,778+164.7% | $114,563+190.6% | $154,746+115.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.02% | 295.14%-285.1pp | 241.09%-231.1pp | 172.34%-162.3pp |
| Employer contribution / active EE | $10,226 | $2,806+264.5% | $2,592+294.5% | $4,379+133.5% |
| Participant deferral / active EE | $6,301 | $4,445+41.8% | $4,142+52.1% | $6,730-6.4% |
| Admin fee / account holder | $19,721 | $8,190+140.8% | $7,623+158.7% | $14,365+37.3% |