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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 | $259,628 | $125,184+107.4% | $105,607+145.8% | $145,884+78.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.01% | 225.00%-216.0pp | 116.11%-107.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,352 | $3,720-9.9% | $3,167+5.8% | $4,662-28.1% |
| Participant deferral / active EE | $8,256 | $5,714+44.5% | $5,011+64.8% | $6,690+23.4% |
| Admin fee / account holder | $13,595 | $17,133-20.7% | $10,958+24.1% | $13,392+1.5% |