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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 | $257,706 | $124,351+107.2% | $109,188+136.0% | $167,553+53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.79% | 26.04%-12.3pp | 25.76%-12.0pp | 478.89%-465.1pp |
| Employer contribution / active EE | $10,184 | $4,210+141.9% | $3,723+173.5% | $4,840+110.4% |
| Participant deferral / active EE | $13,360 | $5,257+154.1% | $4,654+187.1% | $6,343+110.6% |
| Admin fee / account holder | $20,017 | $7,975+151.0% | $6,755+196.3% | $12,316+62.5% |