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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 | $370,182 | $106,008+249.2% | $92,240+301.3% | $147,586+150.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 53.51% | 50.05%+3.5pp | 176.29%-122.8pp | 578.59%-525.1pp |
| Employer contribution / active EE | $2,485 | $4,333-42.6% | $3,680-32.5% | $4,876-49.0% |
| Participant deferral / active EE | $4,796 | $4,478+7.1% | $3,897+23.1% | $5,439-11.8% |
| Admin fee / account holder | $136,563 | $6,333+2056.4% | $5,194+2529.2% | $10,886+1154.5% |