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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 | $263,613 | $185,883+41.8% | $170,043+55.0% | $139,466+89.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.24% | 60.54%-23.3pp | 53.40%-16.2pp | 373.66%-336.4pp |
| Employer contribution / active EE | $17,767 | $7,596+133.9% | $6,790+161.7% | $4,754+273.7% |
| Participant deferral / active EE | $10,338 | $11,626-11.1% | $10,410-0.7% | $6,712+54.0% |
| Admin fee / account holder | $2,011 | $15,393-86.9% | $12,824-84.3% | $11,409-82.4% |