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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 | $154,754+78.8% | $124,206+122.8% | $138,895+99.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 17.53% | 709.28%-691.7pp | 515.27%-497.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $8,896 | $4,446+100.1% | $3,540+151.3% | $4,194+112.1% |
| Participant deferral / active EE | $17,636 | $4,621+281.6% | $3,968+344.5% | $6,396+175.7% |
| Admin fee / account holder | $1,800 | $6,690-73.1% | $5,929-69.6% | $12,562-85.7% |