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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 | $423,097 | $148,582+184.8% | $135,942+211.2% | $139,456+203.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 79.26%-63.0pp | 68.28%-52.0pp | 373.45%-357.2pp |
| Employer contribution / active EE | $10,537 | $5,245+100.9% | $4,858+116.9% | $4,753+121.7% |
| Participant deferral / active EE | $8,914 | $8,101+10.0% | $7,759+14.9% | $6,711+32.8% |
| Admin fee / account holder | $14,816 | $12,402+19.5% | $10,764+37.6% | $11,407+29.9% |