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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 | $296,307 | $107,941+174.5% | $91,994+222.1% | $152,897+93.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.17% | 89.28%-69.1pp | 69.04%-48.9pp | 345.43%-325.3pp |
| Employer contribution / active EE | $18,852 | $4,212+347.6% | $3,453+446.0% | $4,764+295.7% |
| Participant deferral / active EE | $24,000 | $6,366+277.0% | $5,924+305.1% | $5,851+310.2% |
| Admin fee / account holder | $2,972 | $10,521-71.8% | $7,744-61.6% | $11,599-74.4% |