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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 | $290,396 | $108,911+166.6% | $100,392+189.3% | $145,884+99.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $31,133 | $4,420+604.4% | $3,941+689.9% | $4,662+567.8% |
| Participant deferral / active EE | $8,732 | $8,459+3.2% | $8,090+7.9% | $6,690+30.5% |
| Admin fee / account holder | $10,773 | $9,698+11.1% | $7,904+36.3% | $13,392-19.6% |