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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 | $314,301 | $100,901+211.5% | $75,501+316.3% | $147,586+113.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 15.03% | 35.78%-20.7pp | 27.35%-12.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $10,480 | $3,253+222.1% | $2,352+345.6% | $4,876+114.9% |
| Participant deferral / active EE | $7,151 | $4,027+77.6% | $3,142+127.6% | $5,439+31.5% |
| Admin fee / account holder | $51,267 | $11,285+354.3% | $5,801+783.8% | $10,886+371.0% |