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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 | $266,655 | $154,754+72.3% | $124,206+114.7% | $138,895+92.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.23% | 709.28%-695.1pp | 515.27%-501.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $28,518 | $4,446+541.4% | $3,540+705.5% | $4,194+579.9% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,159 | $6,690+7.0% | $5,929+20.8% | $12,562-43.0% |