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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 | $270,159 | $114,013+137.0% | $103,693+160.5% | $155,188+74.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.33% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $10,086 | $3,131+222.1% | $2,920+245.4% | $4,248+137.4% |
| Participant deferral / active EE | $6,377 | $4,970+28.3% | $4,579+39.2% | $6,531-2.4% |
| Admin fee / account holder | $112,641 | $8,407+1239.8% | $7,858+1333.4% | $14,480+677.9% |