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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 | $259,447 | $108,922+138.2% | $100,398+158.4% | $145,978+77.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 58.04%-42.7pp | 49.32%-34.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $14,670 | $4,426+231.5% | $3,946+271.8% | $4,662+214.7% |
| Participant deferral / active EE | $6,100 | $8,450-27.8% | $8,084-24.5% | $6,690-8.8% |
| Admin fee / account holder | $2,808 | $9,680-71.0% | $7,893-64.4% | $13,400-79.0% |