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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 | $337,714 | $165,361+104.2% | $149,715+125.6% | $158,950+112.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.72% | 348.24%-313.5pp | 276.66%-241.9pp | 302.91%-268.2pp |
| Employer contribution / active EE | $17,735 | $5,103+247.5% | $4,645+281.8% | $4,762+272.4% |
| Participant deferral / active EE | $15,042 | $7,182+109.5% | $6,842+119.8% | $5,983+151.4% |
| Admin fee / account holder | $16,612 | $10,808+53.7% | $9,310+78.4% | $11,248+47.7% |