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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 | $320,791 | $125,237+156.1% | $105,608+203.8% | $145,877+119.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.22% | 225.76%-207.5pp | 116.50%-98.3pp | 551.28%-533.1pp |
| Employer contribution / active EE | $12,517 | $3,720+236.4% | $3,167+295.2% | $4,663+168.4% |
| Participant deferral / active EE | $6,107 | $5,711+6.9% | $5,010+21.9% | $6,691-8.7% |
| Admin fee / account holder | $13,774 | $17,287-20.3% | $11,028+24.9% | $13,402+2.8% |