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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 | $359,417 | $112,121+220.6% | $95,960+274.5% | $158,966+126.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.31% | 171.16%-154.9pp | 91.63%-75.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $9,883 | $3,199+208.9% | $2,541+288.9% | $4,762+107.5% |
| Participant deferral / active EE | $10,828 | $4,784+126.3% | $4,167+159.9% | $5,983+81.0% |
| Admin fee / account holder | $7,222 | $10,135-28.7% | $6,797+6.3% | $11,250-35.8% |