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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 | $367,865 | $185,905+97.9% | $170,057+116.3% | $139,487+163.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 60.56%-47.1pp | 53.42%-40.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $43,500 | $7,597+472.6% | $6,790+540.6% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $11,627+158.0% | $10,411+188.2% | $6,713+346.9% |
| Admin fee / account holder | $1,407 | $15,397-90.9% | $12,826-89.0% | $11,407-87.7% |