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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 | $271,859 | $108,911+149.6% | $100,392+170.8% | $145,884+86.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 58.23%-48.0pp | 49.45%-39.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $16,074 | $4,420+263.7% | $3,941+307.8% | $4,662+244.8% |
| Participant deferral / active EE | $13,065 | $8,459+54.5% | $8,090+61.5% | $6,690+95.3% |
| Admin fee / account holder | $3,574 | $9,698-63.1% | $7,904-54.8% | $13,392-73.3% |