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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 | $337,316 | $108,911+209.7% | $100,392+236.0% | $145,884+131.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 58.23%-41.4pp | 49.45%-32.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $5,414 | $4,420+22.5% | $3,941+37.4% | $4,662+16.1% |
| Participant deferral / active EE | $11,069 | $8,459+30.9% | $8,090+36.8% | $6,690+65.5% |
| Admin fee / account holder | $704 | $9,698-92.7% | $7,904-91.1% | $13,392-94.7% |