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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 | $424,503 | $223,823+89.7% | $211,142+101.1% | $154,746+174.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.36% | 50.39%-38.0pp | 46.84%-34.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $17,767 | $6,787+161.8% | $6,442+175.8% | $4,379+305.7% |
| Participant deferral / active EE | $20,518 | $9,750+110.4% | $9,284+121.0% | $6,730+204.9% |
| Admin fee / account holder | $32,128 | $19,707+63.0% | $19,076+68.4% | $14,365+123.7% |