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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 | $313,932 | $84,236+272.7% | $170,435+84.2% | $70,126+347.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.98% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $10,090 | $3,387+197.9% | $5,432+85.7% | $2,343+330.7% |
| Participant deferral / active EE | $6,000 | $3,086+94.4% | $4,939+21.5% | $3,332+80.1% |
| Admin fee / account holder | $678 | $5,698-88.1% | $13,881-95.1% | $4,645-85.4% |