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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 | $275,356 | $124,175+121.7% | $108,405+154.0% | $167,536+64.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 24.47% | 1380.13%-1355.7pp | 905.55%-881.1pp | 478.82%-454.3pp |
| Employer contribution / active EE | $1,743 | $4,188-58.4% | $3,559-51.0% | $4,839-64.0% |
| Participant deferral / active EE | $4,492 | $6,908-35.0% | $6,563-31.6% | $6,342-29.2% |
| Admin fee / account holder | $13,668 | $9,457+44.5% | $7,297+87.3% | $12,315+11.0% |