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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 | $354,405 | $175,231+102.3% | $149,696+136.7% | $139,466+154.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.46% | 166.77%-151.3pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $13,391 | $5,478+144.5% | $4,821+177.8% | $4,754+181.7% |
| Participant deferral / active EE | $11,557 | $6,521+77.2% | $5,682+103.4% | $6,712+72.2% |
| Admin fee / account holder | $765 | $16,155-95.3% | $13,212-94.2% | $11,409-93.3% |