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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 | $334,159 | $114,093+192.9% | $96,171+247.5% | $167,536+99.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 10.21% | 190.00%-179.8pp | 192.04%-181.8pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,633 | $3,429-52.4% | $2,799-41.6% | $4,839-66.2% |
| Participant deferral / active EE | $8,450 | $5,197+62.6% | $4,350+94.2% | $6,342+33.2% |
| Admin fee / account holder | $106,070 | $6,899+1437.4% | $5,538+1815.2% | $12,315+761.3% |