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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 | $301,846 | $166,131+81.7% | $164,975+83.0% | $145,877+106.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.34% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,581 | $6,962+210.0% | $6,033+257.7% | $6,691+222.6% |
| Admin fee / account holder | $27,954 | $16,648+67.9% | $12,688+120.3% | $13,402+108.6% |