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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 | $307,653 | $183,988+67.2% | $162,177+89.7% | $152,897+101.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.59% | 150.79%-128.2pp | 115.60%-93.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $32,528 | $6,370+410.7% | $5,613+479.5% | $4,764+582.8% |
| Participant deferral / active EE | $14,533 | $8,032+80.9% | $7,297+99.2% | $5,851+148.4% |
| Admin fee / account holder | $504 | $13,123-96.2% | $10,843-95.3% | $11,599-95.7% |