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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 | $379,027 | $183,539+106.5% | $155,556+143.7% | $145,897+159.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 61.31%-41.1pp | 64.84%-44.7pp | 552.29%-532.1pp |
| Employer contribution / active EE | $20,183 | $5,315+279.7% | $4,675+331.7% | $4,663+332.9% |
| Participant deferral / active EE | $18,800 | $6,467+190.7% | $5,631+233.9% | $6,689+181.1% |
| Admin fee / account holder | $58,856 | $19,275+205.4% | $15,885+270.5% | $13,390+339.5% |