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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 | $467,680 | $185,883+151.6% | $170,043+175.0% | $139,466+235.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.57% | 60.54%-43.0pp | 53.40%-35.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $26,607 | $7,596+250.3% | $6,790+291.9% | $4,754+459.7% |
| Participant deferral / active EE | $19,629 | $11,626+68.8% | $10,410+88.6% | $6,712+192.4% |
| Admin fee / account holder | $42,087 | $15,393+173.4% | $12,824+228.2% | $11,409+268.9% |