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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 | $256,536 | $108,912+135.5% | $100,383+155.6% | $145,959+75.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 57.96%-47.1pp | 49.26%-38.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,725 | $8,451-20.4% | $8,086-16.8% | $6,689+0.5% |
| Admin fee / account holder | $2,126 | $9,690-78.1% | $7,900-73.1% | $13,398-84.1% |