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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 | $270,502 | $63,346+327.0% | $92,240+193.3% | $70,126+285.7% |
| Participation rate | 93.9% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 18.12% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $13,659 | $2,471+452.7% | $3,680+271.2% | $2,343+483.1% |
| Participant deferral / active EE | $8,096 | $2,854+183.7% | $3,897+107.8% | $3,332+143.0% |
| Admin fee / account holder | $5,174 | $3,841+34.7% | $5,194-0.4% | $4,645+11.4% |