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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 | $319,444 | $183,539+74.0% | $155,556+105.4% | $145,897+119.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $9,110 | $5,315+71.4% | $4,675+94.9% | $4,663+95.4% |
| Participant deferral / active EE | $2,350 | $6,467-63.7% | $5,631-58.3% | $6,689-64.9% |
| Admin fee / account holder | $18,518 | $19,275-3.9% | $15,885+16.6% | $13,390+38.3% |