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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 | $253,414 | $157,304+61.1% | $141,197+79.5% | $152,909+65.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.79% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $16,106 | $5,263+206.1% | $4,736+240.1% | $4,764+238.1% |
| Participant deferral / active EE | $11,481 | $7,111+61.5% | $6,710+71.1% | $5,851+96.2% |
| Admin fee / account holder | $3,906 | $12,126-67.8% | $10,265-61.9% | $11,601-66.3% |