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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 | $279,985 | $129,737+115.8% | $119,126+135.0% | $154,746+80.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.42% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $14,954 | $4,375+241.8% | $4,034+270.7% | $4,379+241.5% |
| Participant deferral / active EE | $23,682 | $5,842+305.4% | $5,318+345.3% | $6,730+251.9% |
| Admin fee / account holder | $5,215 | $11,961-56.4% | $10,693-51.2% | $14,365-63.7% |