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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 | $261,279 | $176,105+48.4% | $159,474+63.8% | $167,536+56.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.80% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $1,111 | $5,299-79.0% | $4,831-77.0% | $4,839-77.0% |
| Participant deferral / active EE | $8,204 | $7,751+5.8% | $7,353+11.6% | $6,342+29.4% |
| Admin fee / account holder | $4,598 | $12,559-63.4% | $10,802-57.4% | $12,315-62.7% |