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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 | $434,115 | $157,276+176.0% | $141,177+207.5% | $152,885+183.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.26% | 64.33%-48.1pp | 71.40%-55.1pp | 345.39%-329.1pp |
| Employer contribution / active EE | $11,514 | $5,262+118.8% | $4,736+143.1% | $4,763+141.7% |
| Participant deferral / active EE | $9,094 | $7,110+27.9% | $6,710+35.5% | $5,851+55.4% |
| Admin fee / account holder | $14,443 | $12,123+19.1% | $10,263+40.7% | $11,598+24.5% |