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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 | $338,239 | $172,111+96.5% | $150,298+125.0% | $137,256+146.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $13,982 | $4,636+201.6% | $4,154+236.6% | $4,156+236.4% |
| Participant deferral / active EE | $18,562 | $6,166+201.0% | $5,453+240.4% | $6,407+189.7% |
| Admin fee / account holder | $558 | $16,471-96.6% | $14,116-96.0% | $12,270-95.4% |