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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 | $389,287 | $160,040+143.2% | $147,096+164.6% | $145,877+166.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.76% | 98.49%-69.7pp | 419.75%-391.0pp | 551.28%-522.5pp |
| Employer contribution / active EE | $29,721 | $5,289+461.9% | $4,936+502.1% | $4,663+537.4% |
| Participant deferral / active EE | $17,389 | $8,429+106.3% | $8,071+115.4% | $6,691+159.9% |
| Admin fee / account holder | $105,395 | $15,050+600.3% | $13,005+710.4% | $13,402+686.4% |