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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 | $428,616 | $107,363+299.2% | $92,909+361.3% | $152,897+180.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.96% | 145.63%-123.7pp | 109.44%-87.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $13,760 | $4,222+225.9% | $3,653+276.6% | $4,764+188.9% |
| Participant deferral / active EE | $2,179 | $4,848-55.1% | $4,238-48.6% | $5,851-62.8% |
| Admin fee / account holder | $14,089 | $7,082+98.9% | $5,795+143.1% | $11,599+21.5% |