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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 | $335,022 | $124,175+169.8% | $108,405+209.0% | $167,536+100.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.23% | 1380.13%-1350.9pp | 905.55%-876.3pp | 478.82%-449.6pp |
| Employer contribution / active EE | $7,226 | $4,188+72.5% | $3,559+103.0% | $4,839+49.3% |
| Participant deferral / active EE | $6,616 | $6,908-4.2% | $6,563+0.8% | $6,342+4.3% |
| Admin fee / account holder | $2,851 | $9,457-69.9% | $7,297-60.9% | $12,315-76.8% |