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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 | $257,811 | $185,856+38.7% | $170,028+51.6% | $139,456+84.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.15% | 60.52%-47.4pp | 53.39%-40.2pp | 373.45%-360.3pp |
| Employer contribution / active EE | $5,370 | $7,593-29.3% | $6,788-20.9% | $4,753+13.0% |
| Participant deferral / active EE | $9,895 | $11,623-14.9% | $10,409-4.9% | $6,711+47.4% |
| Admin fee / account holder | $25,183 | $15,387+63.7% | $12,820+96.4% | $11,407+120.8% |