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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 | $301,762 | $110,240+173.7% | $96,544+212.6% | $139,487+116.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.02% | 26.41%-16.4pp | 25.88%-15.9pp | 373.84%-363.8pp |
| Employer contribution / active EE | $19,832 | $3,622+447.5% | $2,966+568.6% | $4,755+317.1% |
| Participant deferral / active EE | $3,743 | $5,549-32.5% | $4,851-22.9% | $6,713-44.2% |
| Admin fee / account holder | $20,153 | $11,602+73.7% | $8,254+144.2% | $11,407+76.7% |