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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 | $290,753 | $111,535+160.7% | $105,223+176.3% | $137,256+111.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.91% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $26,536 | $3,939+573.6% | $3,689+619.4% | $4,156+538.5% |
| Participant deferral / active EE | $22,400 | $5,500+307.3% | $5,072+341.7% | $6,407+249.6% |
| Admin fee / account holder | $33,581 | $9,721+245.4% | $8,859+279.1% | $12,270+173.7% |