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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 | $255,956 | $105,158+143.4% | $94,672+170.4% | $139,487+83.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 38.11%-25.5pp | 156.89%-144.3pp | 373.84%-361.2pp |
| Employer contribution / active EE | $30,764 | $4,107+649.0% | $3,673+737.6% | $4,755+547.0% |
| Participant deferral / active EE | $20,000 | $7,599+163.2% | $7,417+169.6% | $6,713+197.9% |
| Admin fee / account holder | $1,963 | $8,972-78.1% | $7,222-72.8% | $11,407-82.8% |