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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 | $258,965 | $129,737+99.6% | $119,126+117.4% | $154,746+67.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.38% | 379.08%-368.7pp | 282.11%-271.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $26,656 | $4,375+509.3% | $4,034+560.8% | $4,379+508.7% |
| Participant deferral / active EE | $17,085 | $5,842+192.5% | $5,318+221.3% | $6,730+153.9% |
| Admin fee / account holder | $26,217 | $11,961+119.2% | $10,693+145.2% | $14,365+82.5% |