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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 | $310,984 | $112,131+177.3% | $95,964+224.1% | $158,982+95.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.37% | 171.19%-148.8pp | 91.64%-69.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $9,303 | $3,199+190.8% | $2,541+266.1% | $4,763+95.3% |
| Participant deferral / active EE | $3,514 | $4,784-26.6% | $4,167-15.7% | $5,983-41.3% |
| Admin fee / account holder | $10,597 | $10,136+4.6% | $6,797+55.9% | $11,252-5.8% |