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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 | $253,471 | $95,975+164.1% | $74,549+240.0% | $135,379+87.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.12% | 56.96%-52.8pp | 32.53%-28.4pp | 519.79%-515.7pp |
| Employer contribution / active EE | $10,381 | $2,716+282.2% | $1,961+429.4% | $4,779+117.2% |
| Participant deferral / active EE | $9,446 | $3,844+145.8% | $3,108+203.9% | $5,609+68.4% |
| Admin fee / account holder | $37,622 | $6,522+476.9% | $5,059+643.7% | $10,828+247.5% |