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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 | $276,740 | $167,030+65.7% | $135,768+103.8% | $155,188+78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.53% | 678.39%-660.9pp | 526.10%-508.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $8,896 | $4,132+115.3% | $3,394+162.1% | $4,248+109.4% |
| Participant deferral / active EE | $17,636 | $4,528+289.5% | $3,977+343.4% | $6,531+170.0% |
| Admin fee / account holder | $1,800 | $8,172-78.0% | $7,048-74.5% | $14,480-87.6% |