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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 | $265,790 | $102,393+159.6% | $147,041+80.8% | $80,911+228.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.66% | 134.95%-120.3pp | 419.21%-404.5pp | 35.63%-21.0pp |
| Employer contribution / active EE | $9,729 | $3,715+161.9% | $4,935+97.1% | $2,756+253.0% |
| Participant deferral / active EE | $10,244 | $6,647+54.1% | $8,071+26.9% | $4,297+138.4% |
| Admin fee / account holder | $13,806 | $7,943+73.8% | $13,006+6.2% | $6,935+99.1% |