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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 | $255,909 | $141,004+81.5% | $112,273+127.9% | $139,456+83.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.26% | 32.75%-12.5pp | 30.23%-10.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $27,473 | $4,285+541.2% | $3,431+700.6% | $4,753+478.0% |
| Participant deferral / active EE | $17,518 | $5,878+198.0% | $4,800+265.0% | $6,711+161.0% |
| Admin fee / account holder | $786 | $9,959-92.1% | $7,752-89.9% | $11,407-93.1% |