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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 | $301,486 | $102,422+194.4% | $147,117+104.9% | $80,959+272.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.55% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $3,968 | $3,717+6.7% | $4,932-19.6% | $2,757+43.9% |
| Participant deferral / active EE | $10,591 | $6,652+59.2% | $8,065+31.3% | $4,300+146.3% |
| Admin fee / account holder | $11,915 | $7,953+49.8% | $12,993-8.3% | $6,925+72.1% |