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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 | $330,306 | $174,379+89.4% | $152,093+117.2% | $138,895+137.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.67% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $17,391 | $4,652+273.9% | $4,175+316.6% | $4,194+314.6% |
| Participant deferral / active EE | $14,233 | $6,159+131.1% | $5,451+161.1% | $6,396+122.5% |
| Admin fee / account holder | $11,727 | $16,880-30.5% | $14,497-19.1% | $12,562-6.7% |