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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 | $265,178 | $99,032+167.8% | $80,022+231.4% | $135,382+95.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.36% | 15.39%-7.0pp | 11.22%-2.9pp | 519.77%-511.4pp |
| Employer contribution / active EE | $13,523 | $3,043+344.3% | $2,468+447.9% | $4,779+183.0% |
| Participant deferral / active EE | $3,645 | $4,282-14.9% | $3,686-1.1% | $5,609-35.0% |
| Admin fee / account holder | $37,513 | $10,436+259.5% | $6,521+475.3% | $10,829+246.4% |