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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 | $322,537 | $138,076+133.6% | $123,553+161.1% | $135,380+138.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.86% | 153.70%-148.8pp | 119.21%-114.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $7,876 | $5,152+52.9% | $4,628+70.2% | $4,779+64.8% |
| Participant deferral / active EE | $12,098 | $6,800+77.9% | $6,426+88.3% | $5,609+115.7% |
| Admin fee / account holder | $15,177 | $10,917+39.0% | $9,284+63.5% | $10,828+40.2% |