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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 | $309,257 | $111,830+176.5% | $93,696+230.1% | $145,884+112.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.20% | 204.08%-190.9pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $8,792 | $3,093+184.2% | $2,422+263.0% | $4,662+88.6% |
| Participant deferral / active EE | $13,002 | $4,920+164.3% | $4,417+194.4% | $6,690+94.4% |
| Admin fee / account holder | $15,236 | $10,249+48.7% | $8,287+83.9% | $13,392+13.8% |