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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 | $312,349 | $157,304+98.6% | $141,197+121.2% | $152,909+104.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.74% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $5,388 | $5,263+2.4% | $4,736+13.8% | $4,764+13.1% |
| Participant deferral / active EE | $16,261 | $7,111+128.7% | $6,710+142.3% | $5,851+177.9% |
| Admin fee / account holder | $27,899 | $12,126+130.1% | $10,265+171.8% | $11,601+140.5% |