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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 | $273,884 | $100,938+171.3% | $90,461+202.8% | $158,982+72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.55% | 1727.20%-1698.7pp | 1294.76%-1266.2pp | 302.99%-274.4pp |
| Employer contribution / active EE | $2,044 | $3,691-44.6% | $3,264-37.4% | $4,763-57.1% |
| Participant deferral / active EE | $7,428 | $4,350+70.8% | $3,964+87.4% | $5,983+24.1% |
| Admin fee / account holder | $1,633 | $6,510-74.9% | $5,617-70.9% | $11,252-85.5% |