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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 | $275,710 | $118,708+132.3% | $98,920+178.7% | $158,982+73.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.19% | 372.49%-342.3pp | 196.47%-166.3pp | 302.99%-272.8pp |
| Employer contribution / active EE | $9,305 | $3,334+179.1% | $2,689+246.0% | $4,763+95.4% |
| Participant deferral / active EE | $10,575 | $5,089+107.8% | $4,245+149.1% | $5,983+76.7% |
| Admin fee / account holder | $1,552 | $10,134-84.7% | $6,643-76.6% | $11,252-86.2% |