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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 | $284,156 | $129,737+119.0% | $119,126+138.5% | $154,746+83.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.19% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $27,078 | $4,375+518.9% | $4,034+571.3% | $4,379+518.3% |
| Participant deferral / active EE | $9,135 | $5,842+56.4% | $5,318+71.8% | $6,730+35.7% |
| Admin fee / account holder | $2,117 | $11,961-82.3% | $10,693-80.2% | $14,365-85.3% |