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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 | $261,929 | $110,337+137.4% | $102,383+155.8% | $145,877+79.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $13,140 | $4,216+211.7% | $3,870+239.5% | $4,663+181.8% |
| Participant deferral / active EE | $6,507 | $5,621+15.8% | $5,060+28.6% | $6,691-2.7% |
| Admin fee / account holder | $23,281 | $9,750+138.8% | $8,391+177.4% | $13,402+73.7% |