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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 | $276,100 | $58,258+373.9% | $81,820+237.4% | $80,925+241.2% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 14.46% | 41.76%-27.3pp | 777.93%-763.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $10,559 | $2,345+350.2% | $2,915+262.2% | $2,756+283.1% |
| Participant deferral / active EE | $10,609 | $3,284+223.1% | $4,323+145.4% | $4,299+146.8% |
| Admin fee / account holder | $36,581 | $4,976+635.1% | $7,391+395.0% | $6,940+427.1% |