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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 | $251,268 | $112,131+124.1% | $95,964+161.8% | $158,982+58.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.34% | 171.19%-146.8pp | 91.64%-67.3pp | 302.99%-278.7pp |
| Employer contribution / active EE | $6,583 | $3,199+105.8% | $2,541+159.0% | $4,763+38.2% |
| Participant deferral / active EE | $18,995 | $4,784+297.0% | $4,167+355.9% | $5,983+217.5% |
| Admin fee / account holder | $585 | $10,136-94.2% | $6,797-91.4% | $11,252-94.8% |