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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 | $289,337 | $166,020+74.3% | $164,866+75.5% | $145,959+98.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.04% | 100.08%-87.0pp | 69.97%-56.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,345 | $5,275-36.6% | $4,343-23.0% | $4,661-28.2% |
| Participant deferral / active EE | $21,096 | $6,961+203.1% | $6,033+249.7% | $6,689+215.4% |
| Admin fee / account holder | $2,967 | $16,644-82.2% | $12,689-76.6% | $13,398-77.9% |