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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 | $269,729 | $165,351+63.1% | $149,710+80.2% | $158,931+69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.48% | 348.19%-335.7pp | 276.63%-264.2pp | 302.86%-290.4pp |
| Employer contribution / active EE | $10,639 | $5,103+108.5% | $4,645+129.1% | $4,761+123.5% |
| Participant deferral / active EE | $8,373 | $7,181+16.6% | $6,842+22.4% | $5,982+40.0% |
| Admin fee / account holder | $5,771 | $10,807-46.6% | $9,309-38.0% | $11,247-48.7% |