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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 | $406,223 | $217,427+86.8% | $185,837+118.6% | $167,518+142.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.16% | 148.39%-138.2pp | 122.08%-111.9pp | 478.71%-468.5pp |
| Employer contribution / active EE | $17,482 | $5,874+197.6% | $5,168+238.3% | $4,838+261.3% |
| Participant deferral / active EE | $18,850 | $6,357+196.5% | $5,568+238.5% | $6,342+197.2% |
| Admin fee / account holder | $6,454 | $19,816-67.4% | $16,241-60.3% | $12,312-47.6% |