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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 | $350,567 | $166,020+111.2% | $164,866+112.6% | $145,959+140.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 100.08%-90.2pp | 69.97%-60.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $18,802 | $5,275+256.5% | $4,343+333.0% | $4,661+303.4% |
| Participant deferral / active EE | $10,414 | $6,961+49.6% | $6,033+72.6% | $6,689+55.7% |
| Admin fee / account holder | $36,890 | $16,644+121.6% | $12,689+190.7% | $13,398+175.3% |