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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 | $360,379 | $175,231+105.7% | $149,696+140.7% | $139,466+158.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $11,503 | $5,478+110.0% | $4,821+138.6% | $4,754+142.0% |
| Participant deferral / active EE | $6,374 | $6,521-2.3% | $5,682+12.2% | $6,712-5.0% |
| Admin fee / account holder | $4,530 | $16,155-72.0% | $13,212-65.7% | $11,409-60.3% |