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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 | $296,259 | $105,856+179.9% | $90,161+228.6% | $147,586+100.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 37.63%-23.2pp | 34.89%-20.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,509 | $4,126-39.2% | $3,318-24.4% | $4,876-48.5% |
| Participant deferral / active EE | $13,879 | $5,733+142.1% | $5,287+162.5% | $5,439+155.2% |
| Admin fee / account holder | $48,602 | $8,046+504.0% | $5,943+717.8% | $10,886+346.5% |